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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
$233M
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.01M
3
+$1.68M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.66M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.2M

Top Sells

1
+$3.2M
2
+$2.31M
3
+$1.89M
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$1.54M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.38M

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
751
$0 ﹤0.01%
1
752
– –
-1,600
753
– –
-1,200
754
$0 ﹤0.01%
4
755
$0 ﹤0.01%
13
756
– –
-1,500
757
– –
-150
758
– –
-3
759
$0 ﹤0.01%
18
760
$0 ﹤0.01%
40
761
– –
-600
762
$0 ﹤0.01%
30
763
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-94
764
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-88
765
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-200
766
– –
-2,400
767
– –
-200
768
$0 ﹤0.01%
3
769
$0 ﹤0.01%
120
770
$0 ﹤0.01%
26
771
– –
-304
772
– –
-1,500
773
$0 ﹤0.01%
300
774
– –
-1,000
775
– –
-400
29 30
31
32 33