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
26
$1.92M 0.82%
5,364
-320
27
$1.79M 0.77%
67,209
+67,009
28
$1.63M 0.7%
31,719
+978
29
$1.38M 0.59%
66,563
-23,918
30
$1.33M 0.57%
11,190
-8,684
31
$1.27M 0.55%
35,936
-2,939
32
$1.2M 0.51%
+11,947
33
$1.2M 0.51%
16,833
-11,323
34
$1.12M 0.48%
13,750
-1,720
35
$1.03M 0.44%
4,443
-1,422
36
$971K 0.42%
5,170
+5
37
$906K 0.39%
7,800
-4,432
38
$891K 0.38%
3,334
+523
39
$860K 0.37%
19,755
+31
40
$828K 0.35%
12,169
-9,910
41
$784K 0.34%
7,648
-598
42
$778K 0.33%
17,745
-1,725
43
$732K 0.31%
19,690
-1,500
44
$729K 0.31%
3,876
-211
45
$728K 0.31%
6,440
46
$717K 0.31%
3,680
47
$713K 0.31%
6,823
-5,404
48
$705K 0.3%
45,014
-48,488
49
$699K 0.3%
2,434
-105
50
$693K 0.3%
34,332
-2,796
1
2
3 4 5