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
626
$5K ﹤0.01%
150
627
$5K ﹤0.01%
389
628
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100
-1,200
629
$5K ﹤0.01%
+300
630
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631
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45
632
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633
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48
635
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636
$5K ﹤0.01%
750
637
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638
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639
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200
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600
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641
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+83
642
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$5K ﹤0.01%
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644
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645
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700
647
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52
648
$4K ﹤0.01%
+338
649
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+98
650
$4K ﹤0.01%
29
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24 25
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