CAPSTONE WEALTH MANAGEMENT, LLC
CAPSTONE WEALTH MANAGEMENT, LLC runs CAPSTONE WEALTH MANAGEMENT, LLC and currently holds 50 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $143.42M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAPSTONE WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAPSTONE WEALTH MANAGEMENT, LLC's portfolio at CAPSTONE WEALTH MANAGEMENT, LLC has delivered returns of +22.47%. Their 3-year annualized return is +19.21%. Looking at the 5-year horizon, CAPSTONE WEALTH MANAGEMENT, LLC has achieved +19.21% annualized returns at CAPSTONE WEALTH MANAGEMENT, LLC.
Portfolio Value
$143.42M
Alpha Score
18.1
#0 of 1000
Holdings
50
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|