Southern Wealth Management LLP
Southern Wealth Management LLP latest Q4_2020 13F filings reported $263,786,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is -2.81%. This fund has 57 securities concentrations of 100% weights.
Southern Wealth Management LLP largest holding is VANGUARD INDEX FDS with weight of 14.96% and $39,451,000 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|