Waldron Private Wealth LLC
CIK Number: 0001598180
2.41B
Market Value
477
# of Holdings
15 months
Avg. Holding Period
60.44%
Win Rate
24.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 400.72 | -0.21% | 596.89K | -5.58% | 224.06M | 131.04 | 9.31% | |
| 2 | Vanguard Index ... | 169.03 | -0.16% | 1.22M | +4.59% | 213.46M | 120.71 | 8.87% | |
| 3 | Ishares Tr | 65.96 | -0.27% | 2.64M | -0.83% | 191.43M | 61.96 | 7.95% | |
| 4 | Vanguard Index ... | 409.69 | -0.18% | 469.74K | +4.68% | 180.35M | 234.28 | 7.49% | |
| 5 | Ishares Tr | 184.77 | -0.19% | 856.55K | -4.14% | 162.58M | 119.57 | 6.75% |
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