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
$281M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$7.48M
3
+$6.66M
4
OKTA icon
Okta
OKTA
+$6.58M
5
PYPL icon
PayPal
PYPL
+$2.96M

Top Sells

1
+$12.8M
2
+$912K
3
+$747K
4
CAPR icon
Capricor Therapeutics
CAPR
+$732K
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$720K

Sector Composition

1 Technology 30.11%
2 Consumer Discretionary 9.04%
3 Communication Services 5.89%
4 Financials 5.68%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$805K 0.29%
4,087
+3,969
52
$797K 0.28%
16,079
+3,109
53
$788K 0.28%
2,811
+940
54
$785K 0.28%
3,680
55
$782K 0.28%
2,539
+905
56
$776K 0.28%
37,128
+36,546
57
$753K 0.27%
14,901
+5,298
58
$719K 0.26%
25,776
+7,150
59
$692K 0.25%
74,296
+29,305
60
$684K 0.24%
6,440
+860
61
$667K 0.24%
2,973
+1,491
62
$661K 0.24%
31,529
-23,408
63
$631K 0.22%
8,566
+3,154
64
$603K 0.21%
21,050
65
$584K 0.21%
3,197
+55
66
$573K 0.2%
11,485
+3,569
67
$572K 0.2%
+5,590
68
$571K 0.2%
5,324
69
$568K 0.2%
6,239
+1,042
70
$543K 0.19%
4,980
+1,520
71
$533K 0.19%
12,436
+2,401
72
$530K 0.19%
7,548
+2,084
73
$518K 0.18%
21,702
+21,252
74
$508K 0.18%
2,883
+2,567
75
$501K 0.18%
923
+523
1 2
3
4 5