Instuitional Investor - Selective Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Selective Wealth Management |
| Portfolio Value | $264,746,678 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 129,977 | $69,571,534 | 28.24% | |
| 2. | Ishares Tr | 308,388 | $30,986,820 | 12.58% | |
| 3. | Wisdomtree Tr | 312,554 | $11,567,619 | 4.69% | |
| 4. | META | 16,858 | $10,017,985 | 4.06% | |
| 5. | J P Morgan Exchange Traded F | 160,274 | $9,215,739 | 3.74% |
