DAKOTA WEALTH MANAGEMENT
DAKOTA WEALTH MANAGEMENT runs DAKOTA WEALTH MANAGEMENT and currently holds 748 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $4.62B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. DAKOTA WEALTH MANAGEMENT ranks #783 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, DAKOTA WEALTH MANAGEMENT's portfolio at DAKOTA WEALTH MANAGEMENT has delivered returns of +25.11%. Their 3-year annualized return is +57.83%. Looking at the 5-year horizon, DAKOTA WEALTH MANAGEMENT has achieved +53.34% annualized returns at DAKOTA WEALTH MANAGEMENT.
Portfolio Value
$4.62B
Alpha Score
44.0
#783 of 1000
Holdings
748
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|