Instuitional Investor - Selective Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Selective Wealth Management |
| Portfolio Value | $310,718,262 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 121,774 | $74,915,532 | 24.11% | |
| 2. | Ishares Tr | 737,879 | $74,112,607 | 23.85% | |
| 3. | Spdr Series Trust | 185,933 | $14,636,675 | 4.71% | |
| 4. | META | 15,583 | $11,112,070 | 3.58% | |
| 5. | Wisdomtree Tr | 279,317 | $9,709,050 | 3.13% |
Hedge Fund Resource Center 
