1 NORTH WEALTH SERVICES LLC
1 NORTH WEALTH SERVICES LLC runs 1 NORTH WEALTH SERVICES LLC and currently holds 269 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $276.92M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. 1 NORTH WEALTH SERVICES LLC ranks #963 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, 1 NORTH WEALTH SERVICES LLC's portfolio at 1 NORTH WEALTH SERVICES LLC has delivered returns of +12.33%. Their 3-year annualized return is +11.13%. Looking at the 5-year horizon, 1 NORTH WEALTH SERVICES LLC has achieved +11.13% annualized returns at 1 NORTH WEALTH SERVICES LLC.
Portfolio Value
$276.92M
Alpha Score
10.3
#963 of 1000
Holdings
269
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|