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
$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 37.62%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Healthcare 4.73%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.66%
23,475
-98
27
$1.59M 0.65%
35,738
-1,180
28
$1.57M 0.64%
57,910
+19,912
29
$1.47M 0.6%
5,690
30
$1.46M 0.6%
14,200
31
$1.21M 0.49%
20,617
-100
32
$1.2M 0.49%
100,100
-1,500
33
$1.09M 0.44%
6,540
-60
34
$1.03M 0.42%
55,583
-6,090
35
$999K 0.41%
3,965
36
$940K 0.38%
34,598
+18,286
37
$925K 0.38%
1,938
+245
38
$900K 0.37%
15,196
+396
39
$880K 0.36%
23,850
+2,830
40
$873K 0.36%
1,838
+1,496
41
$866K 0.35%
2,176
+1,191
42
$763K 0.31%
2,187
43
$757K 0.31%
14,308
+6,863
44
$740K 0.3%
25,170
+8,100
45
$736K 0.3%
14,171
-2,376
46
$693K 0.28%
25,984
+13,143
47
$683K 0.28%
6,750
48
$667K 0.27%
8,204
-3,100
49
$649K 0.26%
3,030
-250
50
$645K 0.26%
1,775
+1,675
1
2
3 4 5