We are live on ! Find out more
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
751
$0 ﹤0.01%
6
752
$0 ﹤0.01%
6
753
$0 ﹤0.01%
3
754
– –
-300
755
– –
-24
756
$0 ﹤0.01%
18
757
$0 ﹤0.01%
40
758
– –
-400
759
– –
-100
760
$0 ﹤0.01%
30
761
– –
-213,494
762
– –
-1
763
– –
-4
764
$0 ﹤0.01%
3
765
$0 ﹤0.01%
26
+18
766
– –
-50
767
– –
-627
768
– –
-2,000
769
– –
-300
770
– –
-500
771
– –
0
772
$0 ﹤0.01%
300
773
– –
-150
774
$0 ﹤0.01%
27
775
– –
-1,000
29 30
31
32 33