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
126
$189K 0.08%
334
127
$189K 0.08%
1,025
+100
128
$186K 0.08%
1,812
+1
129
$184K 0.08%
1,261
+460
130
$184K 0.08%
820
131
$183K 0.07%
1,200
132
$183K 0.07%
3,104
133
$181K 0.07%
2,039
+150
134
$179K 0.07%
1,731
-1
135
$178K 0.07%
2,500
136
$175K 0.07%
3,250
+1,399
137
$173K 0.07%
5,601
+2,700
138
$171K 0.07%
1,320
+330
139
$169K 0.07%
1,450
140
$167K 0.07%
2,201
+1,075
141
$167K 0.07%
3,263
+1,214
142
$166K 0.07%
1,551
143
$165K 0.07%
1,990
144
$163K 0.07%
2,300
145
$162K 0.07%
1,825
-400
146
$161K 0.07%
3,375
147
$157K 0.06%
3,168
+16
148
$156K 0.06%
3,298
149
$152K 0.06%
3,030
150
$151K 0.06%
900
4 5
6
7 8