FOUNDATION WEALTH MANAGEMENT, LLC\PA
FOUNDATION WEALTH MANAGEMENT, LLC\PA runs FOUNDATION WEALTH MANAGEMENT, LLC\PA and currently holds 91 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $283.52M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FOUNDATION WEALTH MANAGEMENT, LLC\PA ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FOUNDATION WEALTH MANAGEMENT, LLC\PA's portfolio at FOUNDATION WEALTH MANAGEMENT, LLC\PA has delivered returns of +13.84%. Their 3-year annualized return is +13.07%. Looking at the 5-year horizon, FOUNDATION WEALTH MANAGEMENT, LLC\PA has achieved +13.07% annualized returns at FOUNDATION WEALTH MANAGEMENT, LLC\PA.
Portfolio Value
$283.52M
Alpha Score
11.9
#0 of 1000
Holdings
91
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|