SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
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
+$3.11M
2
+$2.01M
3
+$1.68M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.66M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.2M

Top Sells

1
+$3.2M
2
+$2.31M
3
+$1.89M
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$1.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.38M

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%
400
-500
428
$19K 0.01%
232
429
$19K 0.01%
274
430
$19K 0.01%
524
431
$19K 0.01%
+23
432
$19K 0.01%
500
433
$19K 0.01%
174
-94
434
$19K 0.01%
+324
435
$19K 0.01%
147
-546
436
$19K 0.01%
85
+15
437
$19K 0.01%
2,669
438
$18K 0.01%
386
+303
439
$18K 0.01%
3,299
440
$18K 0.01%
1,826
441
$17K 0.01%
250
442
$17K 0.01%
300
443
$17K 0.01%
328
444
$17K 0.01%
400
445
$17K 0.01%
449
446
$17K 0.01%
1,029
+14
447
$17K 0.01%
500
448
$17K 0.01%
+569
449
$17K 0.01%
100
+3
450
$17K 0.01%
380
16 17
18
19 20