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
676
$2K ﹤0.01%
20
677
$2K ﹤0.01%
34
678
$2K ﹤0.01%
46
679
$2K ﹤0.01%
32
680
$2K ﹤0.01%
70
681
$2K ﹤0.01%
9
+5
682
$2K ﹤0.01%
100
-100
683
$2K ﹤0.01%
+10
684
$2K ﹤0.01%
1,000
685
$2K ﹤0.01%
+22
686
$2K ﹤0.01%
+19
687
$2K ﹤0.01%
100
688
$2K ﹤0.01%
+44
689
$2K ﹤0.01%
+105
690
$2K ﹤0.01%
7
691
$2K ﹤0.01%
20
692
$2K ﹤0.01%
78
693
$2K ﹤0.01%
8
-10
694
$2K ﹤0.01%
150
-6,588
695
$2K ﹤0.01%
150
696
$1K ﹤0.01%
+5
697
$1K ﹤0.01%
177
698
$1K ﹤0.01%
31
-124
699
$1K ﹤0.01%
+10
700
$1K ﹤0.01%
17
26 27
28
29 30