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
476
$11K ﹤0.01%
100
477
$11K ﹤0.01%
700
478
$11K ﹤0.01%
150
-5
479
$11K ﹤0.01%
200
480
$10K ﹤0.01%
+355
481
$10K ﹤0.01%
42
482
$10K ﹤0.01%
400
483
$10K ﹤0.01%
247
484
$10K ﹤0.01%
322
485
$10K ﹤0.01%
532
486
$10K ﹤0.01%
+100
487
$10K ﹤0.01%
25
488
$10K ﹤0.01%
200
489
$10K ﹤0.01%
300
490
$9K ﹤0.01%
+86
491
$9K ﹤0.01%
50
492
$9K ﹤0.01%
209
493
$9K ﹤0.01%
54
494
$9K ﹤0.01%
+400
495
$9K ﹤0.01%
355
496
$9K ﹤0.01%
400
497
$9K ﹤0.01%
41
498
$9K ﹤0.01%
170
499
$9K ﹤0.01%
200
500
$9K ﹤0.01%
1,000
+824
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