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 (431 days), 112 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.7% · 6 months +6.0% · 1 year +9.3% · all +9.3%
  • Max drawdown 0.0% · Sharpe 0.88 · win rate 22% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46436E718 · 25.4% · long · since 2025-06-30
  • 922908363 · 19.7% · long · since 2025-06-30
  • 78464A854 · 5.7% · long · since 2025-06-30
  • 25434V864 · 3.2% · long · since 2025-06-30
  • AAPL · 2.5% · long · since 2025-06-30
  • META · 2.5% · long · since 2025-06-30
  • 25434V708 · 2.4% · long · since 2025-09-30
  • 922908769 · 2.0% · long · since 2025-06-30
  • 97717Y691 · 1.9% · long · since 2025-06-30
  • 464287200 · 1.9% · long · since 2025-06-30
  • 25434V625 · 1.6% · long · since 2025-12-31
  • 46641Q332 · 1.6% · long · since 2025-06-30

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