BALBOA WEALTH PARTNERS
BALBOA WEALTH PARTNERS runs BALBOA WEALTH PARTNERS and currently holds 406 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $596.18M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BALBOA WEALTH PARTNERS ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BALBOA WEALTH PARTNERS's portfolio at BALBOA WEALTH PARTNERS has delivered returns of +26.92%. Their 3-year annualized return is +90.29%. Looking at the 5-year horizon, BALBOA WEALTH PARTNERS has achieved +114.03% annualized returns at BALBOA WEALTH PARTNERS.
Portfolio Value
$596.18M
Alpha Score
77.7
#0 of 1000
Holdings
406
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|