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
151
$151K 0.06%
1,800
152
$149K 0.06%
4,000
153
$148K 0.06%
2,350
+300
154
$148K 0.06%
1,450
155
$146K 0.06%
2,647
-550
156
$146K 0.06%
2,400
157
$146K 0.06%
410
+150
158
$146K 0.06%
1,244
+94
159
$143K 0.06%
780
+94
160
$141K 0.06%
1,841
-2,000
161
$141K 0.06%
899
162
$138K 0.06%
1,440
+194
163
$137K 0.06%
150
-70
164
$129K 0.05%
3,276
165
$128K 0.05%
584
+3
166
$127K 0.05%
306
+100
167
$127K 0.05%
779
-200
168
$127K 0.05%
4,325
+9
169
$126K 0.05%
807
+12
170
$126K 0.05%
915
171
$125K 0.05%
3,750
172
$125K 0.05%
3,581
+1,722
173
$125K 0.05%
1,278
-950
174
$123K 0.05%
6,877
175
$123K 0.05%
903
5 6
7
8 9