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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
$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
776
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777
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778
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779
$0 ﹤0.01%
14
780
$0 ﹤0.01%
3
781
$0 ﹤0.01%
6
782
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-150
783
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-1,100
784
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0
785
$0 ﹤0.01%
3
786
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787
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-19
788
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789
$0 ﹤0.01%
+34
790
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0
792
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793
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$0 ﹤0.01%
4
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$0 ﹤0.01%
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798
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799
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$0 ﹤0.01%
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