Selective Wealth Management, Inc.

The firm’s strategy appears to be a "Core-Satellite" model. The "Core" is comprised of broad-market, passive index funds designed to provide beta exposure to the overall equity market. The "Satellite" positions are concentrated in individual growth and technology stocks, likely seeking alpha generation. The portfolio is heavily tilted toward institutional-grade, liquid assets, with the top ten positions accounting for approximately 67.5% of the total portfolio value, signaling a high conviction in these primary allocations.

Key Holdings