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
$233M
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.01M
3
+$1.68M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.66M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.2M

Top Sells

1
+$3.2M
2
+$2.31M
3
+$1.89M
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$1.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.38M

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
551
$8K ﹤0.01%
163
+52
552
$8K ﹤0.01%
312
553
$7K ﹤0.01%
25
554
$7K ﹤0.01%
+230
555
$7K ﹤0.01%
47
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556
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233
557
$7K ﹤0.01%
101
558
$7K ﹤0.01%
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559
$7K ﹤0.01%
1,176
560
$7K ﹤0.01%
102
+1
561
$7K ﹤0.01%
50
562
$7K ﹤0.01%
997
563
$7K ﹤0.01%
100
564
$7K ﹤0.01%
250
565
$7K ﹤0.01%
137
566
$6K ﹤0.01%
114
567
$6K ﹤0.01%
253
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568
$6K ﹤0.01%
1
569
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300
570
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571
$6K ﹤0.01%
50
572
$6K ﹤0.01%
500
573
$6K ﹤0.01%
163
-405
574
$6K ﹤0.01%
20
575
$6K ﹤0.01%
200
-784
21 22
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24 25