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
201
$94K 0.04%
500
202
$92K 0.04%
1,088
-1,541
203
$92K 0.04%
198
204
$92K 0.04%
150
205
$91K 0.04%
672
206
$91K 0.04%
600
207
$89K 0.04%
299
208
$89K 0.04%
603
+1
209
$88K 0.04%
4,102
210
$87K 0.04%
209
211
$86K 0.04%
+798
212
$85K 0.03%
450
213
$85K 0.03%
452
+150
214
$84K 0.03%
575
215
$84K 0.03%
2,000
216
$84K 0.03%
700
217
$82K 0.03%
500
218
$80K 0.03%
3,022
+457
219
$79K 0.03%
675
220
$78K 0.03%
680
221
$77K 0.03%
900
222
$77K 0.03%
2,250
223
$75K 0.03%
308
224
$75K 0.03%
1,000
225
$75K 0.03%
1,106
7 8
9
10 11