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
526
$10K ﹤0.01%
42
527
$9K ﹤0.01%
130
-750
528
$9K ﹤0.01%
224
+24
529
$9K ﹤0.01%
39
-29
530
$9K ﹤0.01%
+64
531
$9K ﹤0.01%
545
-195
532
$9K ﹤0.01%
+2
533
$9K ﹤0.01%
64
+14
534
$9K ﹤0.01%
200
535
$9K ﹤0.01%
320
536
$9K ﹤0.01%
85
537
$9K ﹤0.01%
150
538
$9K ﹤0.01%
900
539
$8K ﹤0.01%
759
540
$8K ﹤0.01%
206
541
$8K ﹤0.01%
+110
542
$8K ﹤0.01%
218
-62
543
$8K ﹤0.01%
209
544
$8K ﹤0.01%
400
545
$8K ﹤0.01%
96
546
$8K ﹤0.01%
700
547
$8K ﹤0.01%
195
+184
548
$8K ﹤0.01%
+168
549
$8K ﹤0.01%
1,410
-305
550
$8K ﹤0.01%
+352
20 21
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