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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$8.89M
3
+$7.86M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.61M
5
PYPL icon
PayPal
PYPL
+$3.67M

Top Sells

1
+$12.8M
2
+$787K
3
+$773K
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$748K
5
CAPR icon
Capricor Therapeutics
CAPR
+$732K

Sector Composition

1 Technology 30.11%
2 Consumer Discretionary 9.04%
3 Communication Services 5.89%
4 Financials 5.68%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$22K 0.01%
205
-400
452
$22K 0.01%
1,850
+620
453
$21K 0.01%
150
454
$21K 0.01%
1,826
455
$21K 0.01%
+220
456
$21K 0.01%
1,885
+179
457
$21K 0.01%
400
458
$21K 0.01%
2,669
+1,099
459
$21K 0.01%
375
460
$20K 0.01%
568
461
$20K 0.01%
+1,000
462
$20K 0.01%
3,299
463
$20K 0.01%
500
464
$20K 0.01%
732
+107
465
$20K 0.01%
400
-300
466
$19K 0.01%
+983
467
$19K 0.01%
241
468
$19K 0.01%
1,000
469
$19K 0.01%
2,000
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470
$19K 0.01%
449
471
$19K 0.01%
203
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472
$19K 0.01%
+274
473
$19K 0.01%
+524
474
$19K 0.01%
200
-32
475
$19K 0.01%
500
+300
17 18
19
20 21