Instuitional Investor - Selective Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Selective Wealth Management |
| Portfolio Value | $320,323,058 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 784,344 | $78,842,274 | 24.61% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 118,716 | $75,577,002 | 23.59% | |
| 3. | Spdr Series Trust | 200,244 | $16,307,844 | 5.09% | |
| 4. | META | 15,224 | $9,450,899 | 2.95% | |
| 5. | Wisdomtree Tr | 261,178 | $8,550,959 | 2.67% |
Hedge Fund Resource Center 
