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
701
$1K ﹤0.01%
83
702
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+9
703
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704
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705
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-900
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707
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708
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709
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710
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711
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20
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100
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20
716
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4
-162
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718
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100
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719
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33
721
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20
722
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+50
723
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30
+27
724
$1K ﹤0.01%
+28
725
$1K ﹤0.01%
+22
27 28
29
30 31