Instuitional Investor - Selective Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Selective Wealth Management |
| Portfolio Value | $273,884,597 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 123,123 | $70,624,352 | 25.79% | |
| 2. | Ishares Tr | 529,734 | $53,211,778 | 19.43% | |
| 3. | META | 15,925 | $11,669,669 | 4.26% | |
| 4. | Wisdomtree Tr | 295,066 | $10,861,375 | 3.97% | |
| 5. | Spdr Series Trust | 139,360 | $10,230,402 | 3.74% |
