Selective Wealth Management, Inc.

**Selective Wealth Management, Inc.** manages $320M across a diversified portfolio of 108 positions. The strategy exhibits a significant allocation to short-duration treasuries, evidenced by the $78.8M holding in SGOV, complemented by substantial exposure to broad market indices like VOO ($75.6M) and VTI ($7.1M). Notable secondary concentrations include technology and income-generating assets, with $16.3M in SPYM and $9.5M in META. This structure suggests a tactical blend of capital preservation and targeted equity growth.

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