BWM PLANNING, LLC

BWM PLANNING, LLC runs BWM PLANNING, LLC and currently holds 87 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $379.12M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BWM PLANNING, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BWM PLANNING, LLC's portfolio at BWM PLANNING, LLC has delivered returns of +19.80%. Their 3-year annualized return is +16.47%. Looking at the 5-year horizon, BWM PLANNING, LLC has achieved +16.47% annualized returns at BWM PLANNING, LLC.