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
$281M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$7.48M
3
+$6.66M
4
OKTA icon
Okta
OKTA
+$6.58M
5
PYPL icon
PayPal
PYPL
+$2.96M

Top Sells

1
+$12.8M
2
+$912K
3
+$747K
4
CAPR icon
Capricor Therapeutics
CAPR
+$732K
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$720K

Sector Composition

1 Technology 30.11%
2 Consumer Discretionary 9.04%
3 Communication Services 5.89%
4 Financials 5.68%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
132
+116
677
$3K ﹤0.01%
130
+2
678
$3K ﹤0.01%
300
679
$3K ﹤0.01%
425
680
$3K ﹤0.01%
78
-22
681
$3K ﹤0.01%
+117
682
$3K ﹤0.01%
600
683
$2K ﹤0.01%
20
684
$2K ﹤0.01%
34
685
$2K ﹤0.01%
46
686
$2K ﹤0.01%
+32
687
$2K ﹤0.01%
70
688
$2K ﹤0.01%
+127
689
$2K ﹤0.01%
42
690
$2K ﹤0.01%
83
+41
691
$2K ﹤0.01%
27
692
$2K ﹤0.01%
49
-1
693
$2K ﹤0.01%
100
694
$2K ﹤0.01%
200
+100
695
$2K ﹤0.01%
+35
696
$2K ﹤0.01%
63
697
$2K ﹤0.01%
+82
698
$2K ﹤0.01%
40
699
$2K ﹤0.01%
36
700
$2K ﹤0.01%
109
26 27
28
29 30