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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
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
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%
42
657
$2K ﹤0.01%
+7
658
$2K ﹤0.01%
46
+40
659
$2K ﹤0.01%
36
+30
660
$2K ﹤0.01%
73
+59
661
$2K ﹤0.01%
82
662
$2K ﹤0.01%
+8
663
$2K ﹤0.01%
+12
664
$2K ﹤0.01%
33
665
$2K ﹤0.01%
50
-100
666
$2K ﹤0.01%
+400
667
$2K ﹤0.01%
40
668
$2K ﹤0.01%
107
-625
669
$2K ﹤0.01%
36
670
$2K ﹤0.01%
20
671
$2K ﹤0.01%
34
672
$2K ﹤0.01%
46
673
$2K ﹤0.01%
32
674
$2K ﹤0.01%
70
675
$2K ﹤0.01%
9
+5
25 26
27
28 29