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
$245M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$9.17M
3
+$9.14M
4
DOCU icon
DocuSign
DOCU
+$7.79M
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$3.03M

Top Sells

1
+$627K
2
+$330K
3
+$252K
4
MRK icon
Merck
MRK
+$153K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145K

Sector Composition

1 Technology 37.61%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Financials 4.73%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K 0.01%
443
452
$14K 0.01%
1,410
453
$14K 0.01%
22
454
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+749
455
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201
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458
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460
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461
$14K 0.01%
1,062
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462
$13K 0.01%
913
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463
$13K 0.01%
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464
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20
465
$13K 0.01%
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466
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467
$13K 0.01%
154
468
$12K ﹤0.01%
87
469
$12K ﹤0.01%
300
470
$12K ﹤0.01%
102
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$12K ﹤0.01%
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$12K ﹤0.01%
64
473
$11K ﹤0.01%
286
474
$11K ﹤0.01%
400
475
$11K ﹤0.01%
300
17 18
19
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