COASTWISE CAPITAL GROUP, LLC
COASTWISE CAPITAL GROUP, LLC runs COASTWISE CAPITAL GROUP, LLC and currently holds 122 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $180.09M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. COASTWISE CAPITAL GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, COASTWISE CAPITAL GROUP, LLC's portfolio at COASTWISE CAPITAL GROUP, LLC has delivered returns of +16.17%. Their 3-year annualized return is +54.39%. Looking at the 5-year horizon, COASTWISE CAPITAL GROUP, LLC has achieved +38.76% annualized returns at COASTWISE CAPITAL GROUP, LLC.
Portfolio Value
$180.09M
Alpha Score
35.0
#0 of 1000
Holdings
122
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|