AEGIS WEALTH MANAGEMENT LLC

AEGIS WEALTH MANAGEMENT LLC runs AEGIS WEALTH MANAGEMENT LLC and currently holds 117 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $174.85M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AEGIS WEALTH MANAGEMENT LLC ranks #930 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AEGIS WEALTH MANAGEMENT LLC's portfolio at AEGIS WEALTH MANAGEMENT LLC has delivered returns of +15.77%. Their 3-year annualized return is +15.28%. Looking at the 5-year horizon, AEGIS WEALTH MANAGEMENT LLC has achieved +15.28% annualized returns at AEGIS WEALTH MANAGEMENT LLC.