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
626
$1K ﹤0.01%
+20
627
$1K ﹤0.01%
6
628
$1K ﹤0.01%
266
-166
629
$1K ﹤0.01%
80
630
$1K ﹤0.01%
+19
631
$1K ﹤0.01%
42
632
$1K ﹤0.01%
11
633
$1K ﹤0.01%
63
634
$1K ﹤0.01%
4
635
$1K ﹤0.01%
7
636
$1K ﹤0.01%
18
637
$1K ﹤0.01%
4
638
$1K ﹤0.01%
20
639
$1K ﹤0.01%
+65
640
$1K ﹤0.01%
31
641
$1K ﹤0.01%
72
+2
642
$1K ﹤0.01%
78
643
$1K ﹤0.01%
20
644
$1K ﹤0.01%
+37
645
$1K ﹤0.01%
+13
646
$1K ﹤0.01%
+25
647
$1K ﹤0.01%
15
648
$1K ﹤0.01%
1
649
$1K ﹤0.01%
6
650
$1K ﹤0.01%
400
24 25
26
27 28