CHICO WEALTH RIA
CHICO WEALTH RIA runs CHICO WEALTH RIA and currently holds 37 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $163.71M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHICO WEALTH RIA ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHICO WEALTH RIA's portfolio at CHICO WEALTH RIA has delivered returns of +23.27%. Their 3-year annualized return is +50.10%. Looking at the 5-year horizon, CHICO WEALTH RIA has achieved +43.84% annualized returns at CHICO WEALTH RIA.
Portfolio Value
$163.71M
Alpha Score
37.3
#0 of 1000
Holdings
37
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|