Waldron Private Wealth LLC
Waldron Private Wealth LLC latest Q4_2020 13F filings reported $1,344,439,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is 14.93%. This fund has 300 securities concentrations of 100% weights.
Waldron Private Wealth LLC largest holding is ISHARES TR RUS 1000 GRWETF with weight of 11.40% and $153,251,000 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
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|