Portfolio (Quarterly)
Guide ↗
Selective Wealth Management, Inc.
· CIK 0001755670| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EPRT | ESSENTIAL PPTYS RLTY TR INC | Real Estate | 21,709 | $676K | 0.20% | SOLD |
| 2 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 2,020 | $316K | 0.09% | SOLD |
| 3 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,546 | $212K | 0.06% | SOLD |
| 4 | DUHP | DIMENSIONAL ETF TRUST | — | 5,423 | $211K | 0.06% | SOLD |
| 5 | USHY | ISHARES TR | — | 5,451 | $202K | 0.06% | SOLD |
Sector Allocation
Technology
48.0%
Communication Services
18.6%
Financial Services
18.4%
Healthcare
6.3%
Consumer Cyclical
2.9%
Energy
2.8%
Consumer Defensive
1.6%
Real Estate
1.0%
Industrials
0.4%