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
$245M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$9.17M
3
+$9.14M
4
DOCU icon
DocuSign
DOCU
+$7.79M
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$3.03M

Top Sells

1
+$627K
2
+$330K
3
+$252K
4
MRK icon
Merck
MRK
+$153K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145K

Sector Composition

1 Technology 37.62%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Healthcare 4.73%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.24%
+1,304
52
$586K 0.24%
5,590
53
$576K 0.24%
19,753
+416
54
$554K 0.23%
976
-75
55
$534K 0.22%
4,125
+100
56
$521K 0.21%
1,256
+200
57
$517K 0.21%
8,748
-375
58
$510K 0.21%
4,661
+2,010
59
$506K 0.21%
2,289
+224
60
$501K 0.2%
1,682
+356
61
$474K 0.19%
4,000
+400
62
$471K 0.19%
2,897
-168
63
$471K 0.19%
8,231
+3,144
64
$467K 0.19%
2,611
+17
65
$444K 0.18%
4,698
-800
66
$438K 0.18%
3,200
67
$429K 0.18%
1,218
+102
68
$408K 0.17%
2,820
-1,000
69
$406K 0.17%
2,235
+845
70
$401K 0.16%
39,070
71
$397K 0.16%
7,869
+3,943
72
$382K 0.16%
10,146
-3,000
73
$382K 0.16%
3,119
74
$376K 0.15%
2,197
+6
75
$364K 0.15%
2,353
+150
1 2
3
4 5