Long-term investor
Selective Wealth Management, Inc. @selectivewealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001755670).
Record
- Tracked since 2025-06-30 (476 days), 139 trades recorded
- Returns: week n/a · month n/a · 90 days +2.1% · 6 months +3.1% · 1 year +3.2% · all +3.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E718 · 23.0% · long · since 2025-09-30
- 922908363 · 18.1% · long · since 2025-09-30
- 78464A854 · 7.4% · long · since 2025-09-30
- 25434V864 · 3.0% · long · since 2025-09-30
- 25434V708 · 2.8% · long · since 2025-09-30
- AAPL · 2.6% · long · since 2025-09-30
- META · 2.5% · long · since 2025-09-30
- 97717Y691 · 2.0% · long · since 2025-09-30
- 922908769 · 2.0% · long · since 2025-09-30
- 25239Y220 · 1.9% · long · since 2026-09-30
- 464287200 · 1.7% · long · since 2025-09-30
- 46641Q332 · 1.5% · long · since 2025-09-30