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
176
$148K 0.05%
1,165
-811
177
$147K 0.05%
5,953
-299
178
$146K 0.05%
3,674
+350
179
$146K 0.05%
239
+57
180
$144K 0.05%
1,001
-27
181
$144K 0.05%
4,195
+1,586
182
$143K 0.05%
915
183
$141K 0.05%
1,200
184
$138K 0.05%
1,525
-300
185
$138K 0.05%
8,528
+3,407
186
$138K 0.05%
1,080
+929
187
$136K 0.05%
667
188
$134K 0.05%
347
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189
$134K 0.05%
4,718
+3,268
190
$133K 0.05%
1,664
+902
191
$132K 0.05%
4,344
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192
$130K 0.05%
900
193
$127K 0.05%
2,000
+200
194
$125K 0.04%
1,754
+1,454
195
$125K 0.04%
818
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196
$120K 0.04%
4,221
-54
197
$117K 0.04%
1,800
198
$116K 0.04%
1,800
199
$115K 0.04%
1,400
-1,200
200
$115K 0.04%
2,500
-650
6 7
8
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