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Home > Institutional Investor > Selective Wealth Management > Profile

Instuitional Investor - Selective Wealth Management

Fund Profile
Filing Period:
Fund Name: Selective Wealth Management
Portfolio Value $381,174,605
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 963,067 $96,865,310 25.41%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 109,970 $75,128,247 19.71%
3.
Spdr Series Trust
 KRE 248,874 $21,771,465 5.71%
4.
Dimensional Etf Trust
 DFAC 254,953 $12,163,803 3.19%
5.
Apple Inc.
 AAPL 28,832 $9,622,504 2.52%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.