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
601
$5K ﹤0.01%
64
602
$5K ﹤0.01%
200
603
$5K ﹤0.01%
1,000
-4,000
604
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580
-247
605
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100
606
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6,000
-500
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
$4K ﹤0.01%
89
613
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91
614
$4K ﹤0.01%
700
615
$4K ﹤0.01%
52
616
$4K ﹤0.01%
49
617
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375
618
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45
619
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48
620
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100
621
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123
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622
$4K ﹤0.01%
+272
623
$4K ﹤0.01%
100
624
$4K ﹤0.01%
131
625
$4K ﹤0.01%
271
23 24
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