SW

Selective Wealth Management, Inc.

13F
Selective Wealth Management, Inc.
Last update 2024-10-09 106 Stocks (5 new)
Value $241.00 Mil Turnover 5 %
Countries:
Top Holdings: VOO(28.45%)SGOV(10.44%)META(4.55%)JEPI(3.90%)CRM(3.08%)
Portfolio Report
Summary Stock Picks Current Portfolio
Selective Wealth Management, I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
130,029
68505.680
-2.64%
28.450
-0.79%
0.010
+11.55%
+21.36%
493529.541
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
250,275
25127.650
+36.48%
10.440
+2.79%
0.100
+0.01%
+0.10%
26668.497
 
META 		Meta Platforms Inc
18,456
10942.500
-6.67%
4.550
-0.31%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
WCLD 		Wisdom Tree Cloud Computing Fund
323,783
10270.390
0%
4.270
0%
2.530
+18.04%
-2.46%
419.307
 
JEPI 		JPMorgan Equity Premium Income ETF
159,371
9401.320
-8.70%
3.900
-0.38%
0.030
+7.09%
+7.09%
35748.992
 
CRM 		Salesforce Inc
25,416
7410.590
-6.98%
3.080
-0.21%
0.000
+24.66%
+13.56%
284400.440
Software
IVV 		iShares Core S&P 500 ETF
11,945
6879.860
-3.93%
2.860
-0.12%
0.000
+11.40%
+21.33%
545905.122
 
AAPL 		Apple Inc
28,389
6409.430
+29.02%
2.660
+0.60%
0.000
+6.90%
+16.50%
3377630.649
Hardware
SPLG 		SPDR Portfolio S&P 500 ETF
89,218
6013.270
+51.83%
2.500
+0.85%
0.010
+11.47%
+21.32%
48967.918
 
BABA 		Alibaba Group Holding Ltd
48,524
5322.110
-13.01%
2.210
-0.24%
0.000
+28.88%
+29.09%
237460.127
Retail - Cyclical

Selective Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Selective Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30Add
+2.79%
●
100.3 ($100.53) 100.74
$100.37
-0.16%
Add 36.48%
250,275
66,892
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+0.85%
●
60.84 ($65.03) 67.51
$67.82
4.29%
Add 51.83%
89,218
30,456
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.79%
●
496.64 ($516.09) 527.7
$530.10
2.71%
Reduce -2.64%
130,029
-3,521
AAPL 		Apple Inc2024-09-30Add
+0.60%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Add 29.02%
28,389
6,385
JEPI 		JPMorgan Equity Premium Income ETF2024-09-30Reduce
-0.38%
●
54.98 ($57.52) 59.51
$58.88
2.36%
Reduce -8.7%
159,371
-15,188
META 		Meta Platforms Inc2024-09-30Reduce
-0.31%
●
453.41 ($514.55) 572.44
$572.43
11.25%
Reduce -6.67%
18,456
-1,318
BABA 		Alibaba Group Holding Ltd2024-09-30Reduce
-0.24%
●
72.18 ($81.82) 107.33
$99.21
21.25%
Reduce -13.01%
48,524
-7,254
CRM 		Salesforce Inc2024-09-30Reduce
-0.21%
●
238.42 ($256.15) 276.64
$297.49
16.14%
Reduce -6.98%
25,416
-1,908
VEEV 		Veeva Systems Inc2024-09-30Reduce
-0.20%
●
180.43 ($197.67) 223.9
$212.65
7.58%
Reduce -9.86%
22,477
-2,458
NOW 		ServiceNow Inc2024-09-30Reduce
-0.19%
●
730.87 ($822.02) 937.36
$971.04
18.13%
Reduce -9.74%
5,300
-572

Selective Wealth Management, Inc. Total Holding History ($B)

To

Selective Wealth Management, Inc.'s Asset Allocation

To

Selective Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Selective Wealth Management, Inc.'s Hypothetical Growth since 2024-09-30

Selective Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Selective Wealth Management, Inc.'s Holdings Heat Map

Size field:

Selective Wealth Management, Inc.'s Holdings Bubble Chart

Selective Wealth Management, Inc. News

  • 1

Discussions on Selective Wealth Management, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.