GENESIS WEALTH ADVISORS, LLC
GENESIS WEALTH ADVISORS, LLC runs GENESIS WEALTH ADVISORS, LLC and currently holds 64 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $149.83M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GENESIS WEALTH ADVISORS, LLC ranks #945 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GENESIS WEALTH ADVISORS, LLC's portfolio at GENESIS WEALTH ADVISORS, LLC has delivered returns of +13.84%. Their 3-year annualized return is +13.92%. Looking at the 5-year horizon, GENESIS WEALTH ADVISORS, LLC has achieved +13.92% annualized returns at GENESIS WEALTH ADVISORS, LLC.
Portfolio Value
$149.83M
Alpha Score
12.4
#945 of 1000
Holdings
64
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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