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
$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
676
$2K ﹤0.01%
40
677
$2K ﹤0.01%
107
-625
678
$2K ﹤0.01%
36
679
$2K ﹤0.01%
20
680
$2K ﹤0.01%
34
681
$2K ﹤0.01%
46
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%
+45
689
$2K ﹤0.01%
+105
690
$2K ﹤0.01%
7
691
$2K ﹤0.01%
20
692
$2K ﹤0.01%
+9
693
$2K ﹤0.01%
225
-200
694
$2K ﹤0.01%
150
-6,588
695
$2K ﹤0.01%
225
696
$1K ﹤0.01%
80
697
$1K ﹤0.01%
19
698
$1K ﹤0.01%
246
+46
699
$1K ﹤0.01%
20
-8
700
$1K ﹤0.01%
700
26 27
28
29 30