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
626
$4K ﹤0.01%
162
627
$4K ﹤0.01%
212
-188
628
$4K ﹤0.01%
104
629
$3K ﹤0.01%
300
630
$3K ﹤0.01%
300
631
$3K ﹤0.01%
18
-182
632
$3K ﹤0.01%
152
633
$3K ﹤0.01%
98
634
$3K ﹤0.01%
95
635
$3K ﹤0.01%
98
636
$3K ﹤0.01%
81
637
$3K ﹤0.01%
+76
638
$3K ﹤0.01%
100
639
$3K ﹤0.01%
319
-260
640
$3K ﹤0.01%
+200
641
$3K ﹤0.01%
300
642
$3K ﹤0.01%
50
643
$3K ﹤0.01%
800
644
$3K ﹤0.01%
200
-10
645
$3K ﹤0.01%
400
646
$3K ﹤0.01%
203
647
$3K ﹤0.01%
100
648
$3K ﹤0.01%
127
649
$3K ﹤0.01%
130
650
$3K ﹤0.01%
500
-100
24 25
26
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