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
$281M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$7.48M
3
+$6.66M
4
OKTA icon
Okta
OKTA
+$6.58M
5
PYPL icon
PayPal
PYPL
+$2.96M

Top Sells

1
+$12.8M
2
+$912K
3
+$747K
4
CAPR icon
Capricor Therapeutics
CAPR
+$732K
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$720K

Sector Composition

1 Technology 30.11%
2 Consumer Discretionary 9.04%
3 Communication Services 5.89%
4 Financials 5.68%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13K ﹤0.01%
232
527
$13K ﹤0.01%
100
528
$13K ﹤0.01%
1,100
-1,000
529
$13K ﹤0.01%
150
530
$13K ﹤0.01%
710
531
$13K ﹤0.01%
102
532
$13K ﹤0.01%
113
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533
$12K ﹤0.01%
160
534
$12K ﹤0.01%
530
535
$12K ﹤0.01%
+88
536
$12K ﹤0.01%
52
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537
$12K ﹤0.01%
275
538
$12K ﹤0.01%
443
539
$12K ﹤0.01%
1,715
+305
540
$12K ﹤0.01%
114
541
$12K ﹤0.01%
380
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542
$12K ﹤0.01%
2,900
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543
$12K ﹤0.01%
115
544
$12K ﹤0.01%
600
545
$12K ﹤0.01%
204
546
$12K ﹤0.01%
+2,250
547
$12K ﹤0.01%
600
548
$12K ﹤0.01%
140
549
$11K ﹤0.01%
154
550
$11K ﹤0.01%
163
-138
20 21
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