Portfolios
Manage and monitor client portfolios
Total Portfolios
42
Total AUM
$247.8M
Avg. YTD Return
+12.4%
Pending Actions
7
Chen Family Trust
William Chen
Total Value
$12.4M
YTD Return
+14.2%
Positions
42
moderateUpdated 2 hours ago
Martinez IRA
Elena Martinez
Total Value
$2.9M
YTD Return
+8.7%
Positions
28
conservativeUpdated 4 hours ago
Johnson Family Trust
Robert Johnson
Total Value
$45.2M
YTD Return
+22.4%
Positions
68
aggressiveUpdated 1 day ago
Green Future Fund
Sustainability Partners
Total Value
$8.8M
YTD Return
+11.3%
Positions
35
moderateUpdated 6 hours ago
Venture Partners LP
VC Associates
Total Value
$125.0M
YTD Return
+18.9%
Positions
24
aggressiveUpdated 3 hours ago