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
101
$253K 0.1%
+3,113
102
$250K 0.1%
+2,639
103
$248K 0.1%
4,460
+2,072
104
$248K 0.1%
1,800
+400
105
$245K 0.1%
5,004
+24
106
$244K 0.1%
1,459
-36
107
$240K 0.1%
4,986
108
$239K 0.1%
1,607
109
$235K 0.1%
3,830
-249
110
$230K 0.09%
4,844
-200
111
$227K 0.09%
1,849
112
$226K 0.09%
400
113
$224K 0.09%
335
114
$224K 0.09%
+2,347
115
$222K 0.09%
443
-250
116
$213K 0.09%
1,900
117
$211K 0.09%
2,350
118
$211K 0.09%
3,136
+4
119
$209K 0.09%
810
120
$209K 0.09%
2,287
+9
121
$208K 0.08%
867
-100
122
$207K 0.08%
1,470
+400
123
$195K 0.08%
2,700
124
$191K 0.08%
1,780
+893
125
$189K 0.08%
300
+50
3 4
5
6 7