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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
776
$0 ﹤0.01%
27
777
– –
-1,250
778
– –
-2,100
779
$0 ﹤0.01%
6
780
$0 ﹤0.01%
+9
781
$0 ﹤0.01%
+7
782
$0 ﹤0.01%
+6
783
– –
0
784
$0 ﹤0.01%
3
785
$0 ﹤0.01%
144
-122
786
– –
-900
787
$0 ﹤0.01%
35
+1
788
– –
0
789
– –
-1,000
790
– –
-2,100
791
$0 ﹤0.01%
4
792
$0 ﹤0.01%
7
793
– –
-100
794
– –
-109
795
$0 ﹤0.01%
1
796
$0 ﹤0.01%
10
797
$0 ﹤0.01%
4
798
– –
-200
799
– –
-1,600
800
$0 ﹤0.01%
5
30 31
32
33 34