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
$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%
80
727
$1K ﹤0.01%
19
728
$1K ﹤0.01%
+18
729
$1K ﹤0.01%
+3
730
$1K ﹤0.01%
246
+46
731
$1K ﹤0.01%
20
-8
732
$1K ﹤0.01%
700
733
$1K ﹤0.01%
18
734
$1K ﹤0.01%
16
735
$1K ﹤0.01%
28
-900
736
$1K ﹤0.01%
100
737
$1K ﹤0.01%
60
+2
738
$1K ﹤0.01%
72
-14
739
$1K ﹤0.01%
78
740
$1K ﹤0.01%
31
741
$1K ﹤0.01%
22
-80
742
$1K ﹤0.01%
+9
743
$1K ﹤0.01%
117
744
$1K ﹤0.01%
+16
745
$1K ﹤0.01%
100
746
$1K ﹤0.01%
400
747
$1K ﹤0.01%
450
748
– –
-200
749
$0 ﹤0.01%
5
750
– –
-300
28 29
30
31 32