Warren Averett Asset Management LLC
Warren Averett Asset Management LLC latest Q4_2020 13F filings reported $952,081,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is 26.71%. This fund has 153 securities concentrations of 100% weights.
Warren Averett Asset Management LLC largest holding is VANGUARD INDEX FDS with weight of 11.89% and $113,177,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
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