ALTERI WEALTH LLC
ALTERI WEALTH LLC runs ALTERI WEALTH LLC and currently holds 290 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $308.63M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ALTERI WEALTH LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ALTERI WEALTH LLC's portfolio at ALTERI WEALTH LLC has delivered returns of +21.41%. Their 3-year annualized return is +17.96%. Looking at the 5-year horizon, ALTERI WEALTH LLC has achieved +17.96% annualized returns at ALTERI WEALTH LLC.
Portfolio Value
$308.63M
Alpha Score
16.7
#0 of 1000
Holdings
290
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|