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Institutional Investment Manager
EFG Private Wealth Management (Americas) Corp.
EFG Private Wealth Management (Americas) Corp. (CIK: 0001598340) incorporated in Delaware, located at 701 Brickell Ave, Miami, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 103 holdings with a total value of $229,805,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD INDEX FDS 119,434 13,748,000 5.98%
102 ISHARES INC 317,799 15,528,000 6.76%
103 ISHARES TR 185,672 21,048,000 9.16%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001598340-17-000001, filed 2017.02.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.