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
476
$14K 0.01%
250
+50
477
$14K 0.01%
102
478
$14K 0.01%
250
-300
479
$14K 0.01%
1,220
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480
$13K 0.01%
61
481
$13K 0.01%
400
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482
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800
483
$13K 0.01%
161
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484
$13K 0.01%
160
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485
$13K 0.01%
148
486
$13K 0.01%
293
487
$13K 0.01%
128
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488
$12K 0.01%
+386
489
$12K 0.01%
530
490
$12K 0.01%
100
491
$12K 0.01%
52
492
$12K 0.01%
200
-1,750
493
$12K 0.01%
+224
494
$12K 0.01%
114
495
$12K 0.01%
115
496
$12K 0.01%
200
497
$12K 0.01%
600
498
$12K 0.01%
867
499
$12K 0.01%
500
500
$12K 0.01%
112
+70
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