SWM

Selective Wealth Management Portfolio holdings

AUM $311M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.79M
3
+$1.49M
4
TWLO icon
Twilio
TWLO
+$1.45M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.2M

Top Sells

1
+$2.68M
2
+$2.32M
3
+$1.81M
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$1.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.35M

Sector Composition

1 Technology 29.64%
2 Consumer Discretionary 6.88%
3 Financials 5.42%
4 Communication Services 5.31%
5 Healthcare 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$20K 0.01%
313
+173
427
$19K 0.01%
85
+15
428
$19K 0.01%
400
-500
429
$19K 0.01%
232
430
$19K 0.01%
274
431
$19K 0.01%
524
432
$19K 0.01%
+23
433
$19K 0.01%
500
434
$19K 0.01%
2,669
435
$19K 0.01%
174
-94
436
$19K 0.01%
+324
437
$19K 0.01%
147
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438
$18K 0.01%
1,826
439
$18K 0.01%
3,299
440
$18K 0.01%
386
+303
441
$17K 0.01%
250
442
$17K 0.01%
300
443
$17K 0.01%
328
444
$17K 0.01%
449
445
$17K 0.01%
1,029
+14
446
$17K 0.01%
500
447
$17K 0.01%
+569
448
$17K 0.01%
100
+3
449
$17K 0.01%
380
450
$17K 0.01%
2,285
+400
16 17
18
19 20