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
501
$12K 0.01%
113
502
$12K 0.01%
259
503
$12K 0.01%
373
504
$11K ﹤0.01%
121
+94
505
$11K ﹤0.01%
443
506
$11K ﹤0.01%
57
-150
507
$11K ﹤0.01%
150
508
$11K ﹤0.01%
206
+2
509
$11K ﹤0.01%
195
510
$11K ﹤0.01%
2,250
511
$11K ﹤0.01%
1,600
512
$11K ﹤0.01%
170
513
$11K ﹤0.01%
163
514
$11K ﹤0.01%
600
515
$11K ﹤0.01%
100
516
$10K ﹤0.01%
160
517
$10K ﹤0.01%
137
-104
518
$10K ﹤0.01%
+661
519
$10K ﹤0.01%
400
520
$10K ﹤0.01%
26
+4
521
$10K ﹤0.01%
102
522
$10K ﹤0.01%
380
523
$10K ﹤0.01%
2,900
524
$10K ﹤0.01%
478
-362
525
$10K ﹤0.01%
992
-250
19 20
21
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