Selective Wealth Management, Inc. - Portfolio overview

Selective Wealth Management, Inc. has 129 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 22.86%
2. VOO - VANGUARD INDEX FDS, 20.06%
3. SPYM - SPDR SERIES TRUST, 4.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.