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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
826
– –
-150
827
$0 ﹤0.01%
5
828
$0 ﹤0.01%
+3
829
– –
-150
830
– –
-800
831
– –
0
832
$0 ﹤0.01%
15
833
– –
-300
834
$0 ﹤0.01%
4
-2
835
$0 ﹤0.01%
63
836
$0 ﹤0.01%
333
-283
837
$0 ﹤0.01%
2
838
– –
-1
839
– –
-400
840
$0 ﹤0.01%
+6
841
– –
-200
842
– –
-400
843
– –
-275
844
$0 ﹤0.01%
19
845
– –
0
846
– –
-400
847
– –
-2,000
848
– –
-800
849
– –
-250
850
– –
-1,200
30 31 32 33
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