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
551
$8K ﹤0.01%
163
+52
552
$8K ﹤0.01%
312
553
$7K ﹤0.01%
25
554
$7K ﹤0.01%
162
555
$7K ﹤0.01%
102
+1
556
$7K ﹤0.01%
50
557
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997
558
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559
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250
560
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137
561
$7K ﹤0.01%
+230
562
$7K ﹤0.01%
47
-12
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$7K ﹤0.01%
233
564
$7K ﹤0.01%
101
565
$7K ﹤0.01%
1,176
566
$6K ﹤0.01%
100
567
$6K ﹤0.01%
300
568
$6K ﹤0.01%
28
569
$6K ﹤0.01%
50
570
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500
571
$6K ﹤0.01%
163
-405
572
$6K ﹤0.01%
20
573
$6K ﹤0.01%
200
-784
574
$6K ﹤0.01%
162
575
$6K ﹤0.01%
+125
21 22
23
24 25