Selective Wealth Management, Inc.

Q1 2019 13F Holdings Report, Stock Holdings

Signature - Title
Josh Standeven - CCO
Location
Forest, VA
Holdings as of
31 Mar 2019
Value $
$82,789,000
Num holdings
26
Filing time
04 Apr 2019, 16:17:07 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BABA, DOCU, GOOG, OZK, and PVTL.
Previous filing
Q3 2018 - 12 Oct 2018
Next filing
Q2 2019 - 16 Jul 2019
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2019 Q1 compared to 2018 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Josh Standeven CCO Lynchburg, Virginia 04 Apr 2019