Wellspring Financial Advisors LLC
Wellspring Financial Advisors LLC latest Q4_2020 13F filings reported $286,502,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 12.25%. This fund has 92 securities concentrations of 100% weights.
Wellspring Financial Advisors LLC largest holding is Vanguard Total Stock Market with weight of 14.74% and $42,230,000 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|