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
$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 37.62%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Healthcare 4.73%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
11
652
$1K ﹤0.01%
63
653
$1K ﹤0.01%
200
654
$1K ﹤0.01%
4
655
$1K ﹤0.01%
7
656
$1K ﹤0.01%
18
657
$0 ﹤0.01%
1
658
– –
-264
659
– –
-163
660
– –
-227
661
$0 ﹤0.01%
2
662
$0 ﹤0.01%
5
663
$0 ﹤0.01%
19
664
– –
-741
665
– –
-320
666
$0 ﹤0.01%
+9
667
– –
-700
668
– –
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669
$0 ﹤0.01%
8
670
$0 ﹤0.01%
5
671
$0 ﹤0.01%
5
672
– –
-3,000
673
$0 ﹤0.01%
+15
674
– –
-5,544
675
$0 ﹤0.01%
5
25 26
27
28 29