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
$245M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$9.17M
3
+$9.14M
4
DOCU icon
DocuSign
DOCU
+$7.79M
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$3.03M

Top Sells

1
+$627K
2
+$330K
3
+$252K
4
MRK icon
Merck
MRK
+$153K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145K

Sector Composition

1 Technology 37.61%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Financials 4.73%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
+37
577
$3K ﹤0.01%
+67
578
$3K ﹤0.01%
+200
579
$3K ﹤0.01%
51
580
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750
581
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582
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128
583
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425
584
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15
585
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586
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600
587
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+23
588
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32
+5
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70
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591
$3K ﹤0.01%
+17
592
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595
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596
$2K ﹤0.01%
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597
$2K ﹤0.01%
+27
598
$2K ﹤0.01%
50
599
$2K ﹤0.01%
24
600
$2K ﹤0.01%
500
22 23
24
25 26