ENTREWEALTH, LLC
ENTREWEALTH, LLC runs ENTREWEALTH, LLC and currently holds 102 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $223.09M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ENTREWEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ENTREWEALTH, LLC's portfolio at ENTREWEALTH, LLC has delivered returns of +13.35%. Their 3-year annualized return is +13.22%. Looking at the 5-year horizon, ENTREWEALTH, LLC has achieved +13.22% annualized returns at ENTREWEALTH, LLC.
Portfolio Value
$223.09M
Alpha Score
11.9
#0 of 1000
Holdings
102
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|