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
$233M
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.79M
3
+$1.49M
4
TWLO icon
Twilio
TWLO
+$1.45M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.2M

Top Sells

1
+$2.68M
2
+$2.32M
3
+$1.81M
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$1.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.35M

Sector Composition

1 Technology 29.64%
2 Consumer Discretionary 6.88%
3 Financials 5.42%
4 Communication Services 5.31%
5 Healthcare 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$106K 0.05%
2,637
-1,248
202
$105K 0.05%
710
-100
203
$105K 0.05%
4,353
+9
204
$103K 0.04%
911
205
$102K 0.04%
3,462
206
$102K 0.04%
+800
207
$100K 0.04%
1,201
-599
208
$100K 0.04%
1,988
209
$99K 0.04%
2,400
210
$99K 0.04%
1,731
-1,235
211
$98K 0.04%
1,255
+9
212
$98K 0.04%
746
-500
213
$97K 0.04%
4,600
214
$96K 0.04%
4,410
215
$96K 0.04%
586
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216
$95K 0.04%
700
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217
$95K 0.04%
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218
$93K 0.04%
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219
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556
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220
$91K 0.04%
1,150
221
$90K 0.04%
5,500
222
$89K 0.04%
2,000
223
$89K 0.04%
1,300
-800
224
$89K 0.04%
1,100
-300
225
$89K 0.04%
700
-500
7 8
9
10 11