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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
701
$1K ﹤0.01%
20
702
$1K ﹤0.01%
4
-162
703
$1K ﹤0.01%
67
-466
704
$1K ﹤0.01%
100
-100
705
$1K ﹤0.01%
+11
706
$1K ﹤0.01%
33
707
$1K ﹤0.01%
20
708
$1K ﹤0.01%
+50
709
$1K ﹤0.01%
30
+27
710
$1K ﹤0.01%
+28
711
$1K ﹤0.01%
+22
712
$1K ﹤0.01%
+75
713
$1K ﹤0.01%
20
714
$1K ﹤0.01%
24
715
$1K ﹤0.01%
25
716
$1K ﹤0.01%
+200
717
$1K ﹤0.01%
30
-6
718
$1K ﹤0.01%
80
719
$1K ﹤0.01%
19
720
$1K ﹤0.01%
+18
721
$1K ﹤0.01%
+3
722
$1K ﹤0.01%
246
+46
723
$1K ﹤0.01%
20
-8
724
$1K ﹤0.01%
700
725
$1K ﹤0.01%
18
27 28
29
30 31