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
176
$120K 0.05%
485
177
$120K 0.05%
1,800
178
$120K 0.05%
1,030
+9
179
$119K 0.05%
505
180
$119K 0.05%
1,800
181
$114K 0.05%
2,670
+600
182
$113K 0.05%
1,246
183
$112K 0.05%
1,100
-275
184
$112K 0.05%
1,203
185
$110K 0.04%
1,500
186
$109K 0.04%
1,200
187
$109K 0.04%
635
+2
188
$105K 0.04%
520
-100
189
$105K 0.04%
+1,129
190
$104K 0.04%
4,500
-100
191
$103K 0.04%
800
192
$102K 0.04%
3,462
-643
193
$102K 0.04%
3,432
+72
194
$101K 0.04%
6,791
195
$101K 0.04%
500
+225
196
$101K 0.04%
3,393
+2,375
197
$100K 0.04%
1,988
198
$99K 0.04%
2,000
199
$98K 0.04%
1,350
200
$96K 0.04%
559
+10
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8
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