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
651
$3K ﹤0.01%
252
652
$3K ﹤0.01%
23
653
$3K ﹤0.01%
116
654
$3K ﹤0.01%
600
655
$3K ﹤0.01%
600
656
$2K ﹤0.01%
36
657
$2K ﹤0.01%
+400
658
$2K ﹤0.01%
+9
659
$2K ﹤0.01%
225
-200
660
$2K ﹤0.01%
42
661
$2K ﹤0.01%
+7
662
$2K ﹤0.01%
46
+40
663
$2K ﹤0.01%
36
+30
664
$2K ﹤0.01%
500
665
$2K ﹤0.01%
49
666
$2K ﹤0.01%
35
667
$2K ﹤0.01%
63
668
$2K ﹤0.01%
73
+59
669
$2K ﹤0.01%
82
670
$2K ﹤0.01%
+8
671
$2K ﹤0.01%
+12
672
$2K ﹤0.01%
33
673
$2K ﹤0.01%
50
-100
674
$2K ﹤0.01%
40
675
$2K ﹤0.01%
107
-625
25 26
27
28 29