BERNARD WEALTH MANAGEMENT CORP.
BERNARD WEALTH MANAGEMENT CORP. runs BERNARD WEALTH MANAGEMENT CORP. and currently holds 355 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $234.39M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BERNARD WEALTH MANAGEMENT CORP. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BERNARD WEALTH MANAGEMENT CORP.'s portfolio at BERNARD WEALTH MANAGEMENT CORP. has delivered returns of +19.89%. Their 3-year annualized return is +45.03%. Looking at the 5-year horizon, BERNARD WEALTH MANAGEMENT CORP. has achieved +45.03% annualized returns at BERNARD WEALTH MANAGEMENT CORP..
Portfolio Value
$234.39M
Alpha Score
35.0
#0 of 1000
Holdings
355
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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