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
+$3.11M
2
+$2.01M
3
+$1.68M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.66M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.2M

Top Sells

1
+$3.2M
2
+$2.31M
3
+$1.89M
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$1.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.38M

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
626
$4K ﹤0.01%
123
-9
627
$4K ﹤0.01%
212
-188
628
$4K ﹤0.01%
104
629
$3K ﹤0.01%
152
630
$3K ﹤0.01%
98
631
$3K ﹤0.01%
95
632
$3K ﹤0.01%
98
633
$3K ﹤0.01%
81
634
$3K ﹤0.01%
+76
635
$3K ﹤0.01%
100
636
$3K ﹤0.01%
319
-260
637
$3K ﹤0.01%
+200
638
$3K ﹤0.01%
300
639
$3K ﹤0.01%
50
640
$3K ﹤0.01%
800
641
$3K ﹤0.01%
200
-10
642
$3K ﹤0.01%
400
643
$3K ﹤0.01%
203
644
$3K ﹤0.01%
100
645
$3K ﹤0.01%
127
646
$3K ﹤0.01%
130
647
$3K ﹤0.01%
300
648
$3K ﹤0.01%
300
649
$3K ﹤0.01%
18
-182
650
$3K ﹤0.01%
500
-100
24 25
26
27 28