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Joshua Ryan Standeven

@Selective Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$246.298MTotal holdings105
Assets growth rate2.31%Assets growth rate (2-Q avg)4.17%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Selective Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Selective Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.298M in assets, with a quarterly growth rate of 2.31% and a 2-quarter average growth rate of 4.17%. The portfolio is managed by Joshua Ryan Standeven, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -0.03%
28.25%
$69.572M
129,977 shares@ $535.27 avg price
WCLDWisdomtree Tr
Recent Activity
Decreased -3.46%
4.7%
$11.568M
312,554 shares@ $37.01 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -8.65%
4.07%
$10.018M
16,858 shares@ $594.26 avg price
CRMSalesforce Inc
Recent Activity
Decreased -5.79%
3.15%
$7.747M
23,944 shares@ $323.55 avg price
IVVIshares Tr
Recent Activity
Decreased -4.78%
2.71%
$6.654M
11,374 shares@ $584.98 avg price
TWLOTwilio Inc
Recent Activity
Decreased -6.54%
2.68%
$6.598M
60,705 shares@ $108.69 avg price
NOWServicenow Inc
Recent Activity
Decreased -8.22%
2.04%
$5.016M
4,864 shares@ $1031.3 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased -6.68%
1.8%
$4.423M
20,974 shares@ $210.86 avg price
DOCUDocusign Inc
Recent Activity
Decreased -11.32%
1.75%
$4.302M
47,750 shares@ $90.09 avg price
OKTAOkta Inc
Recent Activity
Decreased -7.62%
1.29%
$3.155M
37,980 shares@ $83.08 avg price