COGENTBLUE WEALTH ADVISORS, LLC

COGENTBLUE WEALTH ADVISORS, LLC runs COGENTBLUE WEALTH ADVISORS, LLC and currently holds 78 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $148.75M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. COGENTBLUE WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, COGENTBLUE WEALTH ADVISORS, LLC's portfolio at COGENTBLUE WEALTH ADVISORS, LLC has delivered returns of +21.95%. Their 3-year annualized return is +21.87%. Looking at the 5-year horizon, COGENTBLUE WEALTH ADVISORS, LLC has achieved +21.87% annualized returns at COGENTBLUE WEALTH ADVISORS, LLC.