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

Top Buys

1
+$21.4M
2
+$8.89M
3
+$7.86M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.61M
5
PYPL icon
PayPal
PYPL
+$3.67M

Top Sells

1
+$12.8M
2
+$787K
3
+$773K
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$748K
5
CAPR icon
Capricor Therapeutics
CAPR
+$732K

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
726
$1K ﹤0.01%
+16
727
$1K ﹤0.01%
123
728
$1K ﹤0.01%
+100
729
$1K ﹤0.01%
+58
730
$1K ﹤0.01%
86
+2
731
$1K ﹤0.01%
78
732
$1K ﹤0.01%
31
-1,000
733
$1K ﹤0.01%
49
734
– –
0
735
$1K ﹤0.01%
+1
736
$1K ﹤0.01%
15
737
$1K ﹤0.01%
+100
738
$1K ﹤0.01%
400
739
$1K ﹤0.01%
450
740
$1K ﹤0.01%
616
741
$0 ﹤0.01%
+36
742
$0 ﹤0.01%
2
743
$0 ﹤0.01%
19
744
$0 ﹤0.01%
1
745
– –
-2,000
746
– –
-5
747
– –
-12
748
– –
-150
749
$0 ﹤0.01%
+4
750
$0 ﹤0.01%
+13
28 29
30
31 32