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
+$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%
150
677
$2K ﹤0.01%
+9
678
$2K ﹤0.01%
42
679
$2K ﹤0.01%
40
680
$2K ﹤0.01%
107
-625
681
$2K ﹤0.01%
36
682
$2K ﹤0.01%
20
683
$2K ﹤0.01%
34
684
$2K ﹤0.01%
46
685
$2K ﹤0.01%
32
686
$2K ﹤0.01%
70
687
$2K ﹤0.01%
9
+5
688
$2K ﹤0.01%
100
-100
689
$2K ﹤0.01%
+10
690
$2K ﹤0.01%
1,000
691
$2K ﹤0.01%
+22
692
$2K ﹤0.01%
+19
693
$2K ﹤0.01%
100
694
$2K ﹤0.01%
+44
695
$2K ﹤0.01%
+105
696
$1K ﹤0.01%
+5
697
$1K ﹤0.01%
+162
698
$1K ﹤0.01%
58
-25
699
$1K ﹤0.01%
+10
700
$1K ﹤0.01%
20
-400
26 27
28
29 30