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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
801
– –
-300
802
– –
-235
803
$0 ﹤0.01%
10
804
– –
-300
805
– –
-200
806
– –
-2,000
807
– –
-125
808
$0 ﹤0.01%
15
809
– –
-123
810
– –
-50
811
– –
-1,500
812
– –
-710
813
$0 ﹤0.01%
5
814
– –
0
815
– –
-200
816
– –
-2,400
817
$0 ﹤0.01%
11
818
– –
-2,000
819
$0 ﹤0.01%
9
820
$0 ﹤0.01%
2
821
– –
-4,000
822
– –
-600
823
– –
-49
824
– –
-600
825
$0 ﹤0.01%
13
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33
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