Joshua Ryan Standeven

@Selective Wealth Management, Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$246.298M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AHRAmerican Healthcare Reit Inc Recent Activity New Position	0.15%	$359,313 13,128 shares@ $27.37 avg price	New Position
DEDeere & Co Recent Activity New Position	0.09%	$200,592 464 shares@ $432.32 avg price	New Position
8190⤦Shake Shack Inc Recent Activity New Position	0.02%	$28,940 29,000 shares@ $1.0 avg price	New Position
4771⤦Jetblue Airways Corp Recent Activity New Position	0.01%	$18,564 20,000 shares@ $0.93 avg price	New Position
3116⤦Faro Technologies Inc Recent Activity New Position	0.01%	$15,310 15,000 shares@ $1.03 avg price	New Position
2997⤦Eventbrite Inc Recent Activity New Position	0.01%	$14,881 15,000 shares@ $1.0 avg price	New Position