Portfolio (Quarterly)
Guide ↗
Selective Wealth Management, Inc.
· CIK 0001755670| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 11,618 | $2.0M | 0.62% | SOLD |
| 2 | DE | DEERE & CO | Industrials | 479 | $247K | 0.08% | SOLD |
| 3 | HD | HOME DEPOT INC | Consumer Cyclical | 621 | $235K | 0.07% | SOLD |
| 4 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 2,347 | $229K | 0.07% | SOLD |
| 5 | TSLA | TESLA INC | Consumer Cyclical | 501 | $220K | 0.07% | SOLD |
| 6 | ITA | ISHARES TR | — | 909 | $219K | 0.07% | SOLD |
| 7 | UPS | UNITED PARCEL SERVICE INC | Industrials | 1,976 | $215K | 0.07% | SOLD |
| 8 | IBB | ISHARES TR | — | 1,200 | $205K | 0.06% | SOLD |
| 9 | — | JETBLUE AIRWAYS CORP | — | 20,000 | $20K | 0.01% | SOLD |
Sector Allocation
Technology
44.0%
Communication Services
27.3%
Financial Services
15.9%
Healthcare
4.3%
Energy
2.5%
Consumer Cyclical
2.0%
Consumer Defensive
1.8%
Real Estate
1.8%
Industrials
0.3%