test

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
FIWFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.04%
0.14%
$337,195
3,277 shares@ $102.9 avg price
TSLATesla Inc
Recent Activity
Decreased -22.14%
0.14%
$324,659
819 shares@ $396.41 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -27.08%
0.13%
$318,413
5,712 shares@ $55.75 avg price
BXBlackstone Inc
Recent Activity
0.13%
$306,469
1,810 shares@ $169.32 avg price
VBVanguard Index Fds
Recent Activity
Decreased -16.11%
0.13%
$305,437
1,260 shares@ $242.42 avg price
PDPInvesco Exchange Traded Fd T
Recent Activity
0.13%
$304,255
2,798 shares@ $108.75 avg price
AMATApplied Matls Inc
Recent Activity
Increased 0.12%
0.13%
$304,196
1,752 shares@ $173.63 avg price
FNDFSchwab Strategic Tr
Recent Activity
0.13%
$300,540
9,088 shares@ $33.07 avg price
MFCManulife Finl Corp
Recent Activity
Decreased -11.99%
0.13%
$299,892
10,050 shares@ $29.84 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 88.24%
0.12%
$292,543
11,330 shares@ $25.83 avg price