CAPSTONE WEALTH MANAGEMENT GROUP LLC
CAPSTONE WEALTH MANAGEMENT GROUP LLC runs CAPSTONE WEALTH MANAGEMENT GROUP LLC and currently holds 123 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $162.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAPSTONE WEALTH MANAGEMENT GROUP LLC ranks #917 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAPSTONE WEALTH MANAGEMENT GROUP LLC's portfolio at CAPSTONE WEALTH MANAGEMENT GROUP LLC has delivered returns of +18.48%. Their 3-year annualized return is +17.08%. Looking at the 5-year horizon, CAPSTONE WEALTH MANAGEMENT GROUP LLC has achieved +17.08% annualized returns at CAPSTONE WEALTH MANAGEMENT GROUP LLC.
Portfolio Value
$162.51M
Alpha Score
15.7
#917 of 1000
Holdings
123
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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