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
+$2.8M
2
+$1.79M
3
+$1.49M
4
TWLO icon
Twilio
TWLO
+$1.45M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.2M

Top Sells

1
+$2.68M
2
+$2.32M
3
+$1.81M
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$1.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.35M

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
726
$1K ﹤0.01%
72
-14
727
$1K ﹤0.01%
78
728
$1K ﹤0.01%
31
729
$1K ﹤0.01%
22
-80
730
$1K ﹤0.01%
+9
731
$1K ﹤0.01%
117
732
$1K ﹤0.01%
+16
733
$1K ﹤0.01%
100
734
$1K ﹤0.01%
400
735
$1K ﹤0.01%
177
736
$1K ﹤0.01%
31
-124
737
$1K ﹤0.01%
30
+27
738
$1K ﹤0.01%
+28
739
$1K ﹤0.01%
+22
740
$1K ﹤0.01%
+75
741
$1K ﹤0.01%
20
742
$1K ﹤0.01%
+200
743
$1K ﹤0.01%
700
744
$1K ﹤0.01%
18
745
$1K ﹤0.01%
17
746
$1K ﹤0.01%
28
-900
747
$1K ﹤0.01%
450
748
– –
-600
749
$0 ﹤0.01%
36
750
$0 ﹤0.01%
2
28 29
30
31 32