CM WEALTH ADVISORS LLC
CM WEALTH ADVISORS LLC runs CM WEALTH ADVISORS LLC and currently holds 144 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $469.54M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CM WEALTH ADVISORS LLC ranks #90 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CM WEALTH ADVISORS LLC's portfolio at CM WEALTH ADVISORS LLC has delivered returns of +16.76%. Their 3-year annualized return is +45.33%. Looking at the 5-year horizon, CM WEALTH ADVISORS LLC has achieved +280.47% annualized returns at CM WEALTH ADVISORS LLC.
Portfolio Value
$469.54M
Alpha Score
128.8
#90 of 1000
Holdings
144
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|