ENZI WEALTH
ENZI WEALTH runs ENZI WEALTH and currently holds 70 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $288.06M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ENZI WEALTH ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ENZI WEALTH's portfolio at ENZI WEALTH has delivered returns of +18.97%. Their 3-year annualized return is +47.08%. Looking at the 5-year horizon, ENZI WEALTH has achieved +67.06% annualized returns at ENZI WEALTH.
Portfolio Value
$288.06M
Alpha Score
45.0
#0 of 1000
Holdings
70
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|