Selective Wealth Management

Selective Wealth Management as of March 31, 2019

Portfolio Holdings for Selective Wealth Management

Selective Wealth Management holds 26 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Holding (BABA) 12.6 $10M 57k 182.46
Docusign (DOCU) 10.7 $8.9M 171k 51.84
Alphabet Inc Class C cs (GOOG) 10.4 $8.6M 7.4k 1173.35
Bank Ozk (OZK) 10.2 $8.5M 292k 28.98
Pivotal Software Inc ordinary shares 8.8 $7.3M 350k 20.85
KLA-Tencor Corporation (KLAC) 5.5 $4.5M 38k 119.42
Facebook Inc cl a (META) 5.4 $4.4M 27k 166.70
Zillow Group Inc Cl C Cap Stk (Z) 5.4 $4.4M 13k 343.73
Lam Research Corporation (LRCX) 5.2 $4.3M 24k 179.00
stock 5.1 $4.2M 34k 124.60
Cognizant Technology Solutions (CTSH) 4.4 $3.6M 50k 72.44
Baidu (BIDU) 4.2 $3.5M 21k 164.87
Red Hat 3.9 $3.3M 18k 182.70
Ultimate Software 3.8 $3.1M 9.4k 330.08
Omega Healthcare Investors (OHI) 0.7 $551k 15k 38.12
Verizon Communications (VZ) 0.5 $429k 7.3k 59.16
General Electric Company 0.5 $370k 37k 9.99
Suburban Propane Partners (SPH) 0.5 $373k 17k 22.41
Ares Capital Corporation (ARCC) 0.4 $364k 21k 17.14
At&t (T) 0.4 $351k 11k 31.40
Coca-Cola Company (KO) 0.3 $288k 6.1k 46.87
Tortoise Pipeline & Energy 0.3 $271k 18k 15.22
CSX Corporation (CSX) 0.3 $238k 3.2k 74.87
Norfolk Southern (NSC) 0.3 $224k 1.2k 186.67
iShares MSCI EMU Index (EZU) 0.2 $205k 5.3k 38.53
Neuberger Berman Real Estate Sec (NRO) 0.1 $59k 12k 4.95