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
$281M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$7.48M
3
+$6.66M
4
OKTA icon
Okta
OKTA
+$6.58M
5
PYPL icon
PayPal
PYPL
+$2.96M

Top Sells

1
+$12.8M
2
+$912K
3
+$747K
4
CAPR icon
Capricor Therapeutics
CAPR
+$732K
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$720K

Sector Composition

1 Technology 30.11%
2 Consumer Discretionary 9.04%
3 Communication Services 5.89%
4 Financials 5.68%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$238K 0.08%
4,884
+459
127
$237K 0.08%
21,323
+250
128
$237K 0.08%
3,144
+4
129
$235K 0.08%
2,001
+153
130
$235K 0.08%
950
131
$229K 0.08%
2,429
+16
132
$226K 0.08%
1,561
-50
133
$226K 0.08%
2,400
134
$225K 0.08%
5,183
-712
135
$224K 0.08%
820
+271
136
$223K 0.08%
1,250
137
$209K 0.07%
8,516
+4,054
138
$208K 0.07%
1,577
+973
139
$206K 0.07%
2,223
+92
140
$203K 0.07%
2,816
+777
141
$201K 0.07%
670
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142
$201K 0.07%
392
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143
$200K 0.07%
1,305
144
$200K 0.07%
1,202
-219
145
$200K 0.07%
3,885
+609
146
$193K 0.07%
13,977
+10,277
147
$191K 0.07%
605
+137
148
$189K 0.07%
3,140
-64
149
$188K 0.07%
17,516
+12,403
150
$185K 0.07%
8,878
+6,278
4 5
6
7 8