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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
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
+$11.7M
2
+$11M
3
+$10.3M
4
ZEN
ZENDESK INC
ZEN
+$9.42M
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$3M

Top Sells

1
+$588K
2
+$337K
3
+$234K
4
MRK icon
Merck
MRK
+$159K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$144K

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
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634
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4
635
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636
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4
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641
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72
+2
642
$1K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
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645
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646
$1K ﹤0.01%
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647
$1K ﹤0.01%
1
648
$1K ﹤0.01%
6
649
$1K ﹤0.01%
400
650
$1K ﹤0.01%
34
24 25
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