SWM

Selective Wealth Management Portfolio holdings

AUM $311M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$9.17M
3
+$9.14M
4
DOCU icon
DocuSign
DOCU
+$7.79M
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$3.03M

Top Sells

1
+$627K
2
+$330K
3
+$252K
4
MRK icon
Merck
MRK
+$153K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145K

Sector Composition

1 Technology 37.62%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Healthcare 4.73%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.15%
1,068
+68
77
$359K 0.15%
2,781
+689
78
$344K 0.14%
1,976
79
$341K 0.14%
1,625
80
$336K 0.14%
1,857
-18
81
$330K 0.13%
4,077
+1,356
82
$313K 0.13%
3,650
+600
83
$307K 0.13%
14,773
-400
84
$305K 0.12%
1,145
-9
85
$301K 0.12%
2,350
+300
86
$300K 0.12%
1,450
-100
87
$298K 0.12%
494
88
$295K 0.12%
2,678
+1,310
89
$294K 0.12%
3,989
+25
90
$283K 0.12%
1,746
+100
91
$275K 0.11%
5,100
92
$273K 0.11%
4,450
+800
93
$272K 0.11%
9,085
+4,824
94
$271K 0.11%
5,920
+600
95
$268K 0.11%
3,204
96
$264K 0.11%
1,521
97
$263K 0.11%
3,352
+5
98
$259K 0.11%
720
99
$255K 0.1%
950
100
$253K 0.1%
4,800
2 3
4
5 6