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
576
$9K ﹤0.01%
6,500
+6,000
577
$9K ﹤0.01%
400
578
$9K ﹤0.01%
+104
579
$8K ﹤0.01%
209
580
$8K ﹤0.01%
759
-154
581
$8K ﹤0.01%
200
-2,400
582
$8K ﹤0.01%
100
583
$8K ﹤0.01%
96
584
$8K ﹤0.01%
22
585
$8K ﹤0.01%
+85
586
$8K ﹤0.01%
239
-15
587
$8K ﹤0.01%
+1,500
588
$8K ﹤0.01%
+233
589
$8K ﹤0.01%
101
590
$8K ﹤0.01%
25
591
$8K ﹤0.01%
100
592
$8K ﹤0.01%
312
593
$7K ﹤0.01%
50
594
$7K ﹤0.01%
50
595
$7K ﹤0.01%
28
-7
596
$7K ﹤0.01%
101
597
$7K ﹤0.01%
250
598
$7K ﹤0.01%
50
599
$7K ﹤0.01%
137
600
$7K ﹤0.01%
532
22 23
24
25 26