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
+$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
601
$5K ﹤0.01%
4,000
602
$5K ﹤0.01%
142
603
$5K ﹤0.01%
750
604
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784
605
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157
606
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210
607
$4K ﹤0.01%
338
608
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29
609
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292
610
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100
-100
611
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350
612
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375
613
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45
614
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48
615
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100
616
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123
-9
617
$4K ﹤0.01%
+272
618
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100
619
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620
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271
621
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162
622
$4K ﹤0.01%
212
-188
623
$4K ﹤0.01%
104
624
$4K ﹤0.01%
89
625
$4K ﹤0.01%
91
23 24
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