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
$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 37.61%
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
651
$1K ﹤0.01%
+450
652
$1K ﹤0.01%
63
653
$1K ﹤0.01%
616
-383
654
$1K ﹤0.01%
400
655
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200
656
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34
657
– –
-519
658
$0 ﹤0.01%
2
659
– –
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661
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664
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665
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667
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$0 ﹤0.01%
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669
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27
670
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+2
671
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672
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673
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674
$0 ﹤0.01%
+3
675
$0 ﹤0.01%
+6
25 26
27
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