Essex Private Wealth Management, LLC
Essex Private Wealth Management, LLC latest Q1_2021 13F filings reported $104,762,000 in market value on this 2021-05-17 report date . The portfolio quarterly return is 2.25%. This fund has 64 securities concentrations of 100% weights.
Essex Private Wealth Management, LLC largest holding is Vanguard Total Stock Market with weight of 17.19% and $18,010,000 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|