SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
1-Year Return
19.3%
This Quarter Return
-7.27%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
-$47.6M
(-17%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-9.77%
Top 10 Holdings %
Top 10 Hldgs %
41.8%
Holding
850
New
66
Increased
107
Reduced
248
Closed
56
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.8M |
| 2 |
WisdomTree Cloud Computing Fund
WCLD
|
$1.79M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.49M |
| 4 |
Twilio
TWLO
|
$1.45M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.2M |
Top Sells
| 1 |
Alibaba
BABA
|
$2.68M |
| 2 |
ZEN
ZENDESK INC
ZEN
|
$2.32M |
| 3 |
Exxon Mobil
XOM
|
$1.81M |
| 4 |
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
|
$1.51M |
| 5 |
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% |
