Instuitional Investor - Selective Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Selective Wealth Management |
| Portfolio Value | $198,556,539 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 130,942 | $56,230,493 | 28.31% | |
| 2. | Ishares Tr | 138,275 | $13,875,870 | 6.98% | |
| 3. | Wisdomtree Tr | 358,111 | $11,635,018 | 5.85% | |
| 4. | J P Morgan Exchange Traded F | 145,487 | $7,971,257 | 4.01% | |
| 5. | META | 21,848 | $7,583,878 | 3.81% |
