Selective Wealth Management, Inc.

Q1 2020 13F Holdings

Location
Lynchburg, VA
Holdings as of
3/31/2020
Value
$63.8M
Value excl. options
$57.0M
Num holdings
337
Date filed
4/16/2020
Form type
13F-HR
Prev filing
1/10/2020
Next filing
7/15/2020
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type