FIDUCIARY WEALTH PARTNERS, LLC
FIDUCIARY WEALTH PARTNERS, LLC runs FIDUCIARY WEALTH PARTNERS, LLC and currently holds 60 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $152.80M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FIDUCIARY WEALTH PARTNERS, LLC ranks #918 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FIDUCIARY WEALTH PARTNERS, LLC's portfolio at FIDUCIARY WEALTH PARTNERS, LLC has delivered returns of +17.24%. Their 3-year annualized return is +17.24%. Looking at the 5-year horizon, FIDUCIARY WEALTH PARTNERS, LLC has achieved +17.24% annualized returns at FIDUCIARY WEALTH PARTNERS, LLC.
Portfolio Value
$152.80M
Alpha Score
15.3
#918 of 1000
Holdings
60
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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