GUIDED CAPITAL WEALTH MANAGEMENT, LLC
GUIDED CAPITAL WEALTH MANAGEMENT, LLC runs GUIDED CAPITAL WEALTH MANAGEMENT, LLC and currently holds 34 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $151.58M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GUIDED CAPITAL WEALTH MANAGEMENT, LLC ranks #937 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GUIDED CAPITAL WEALTH MANAGEMENT, LLC's portfolio at GUIDED CAPITAL WEALTH MANAGEMENT, LLC has delivered returns of +18.64%. Their 3-year annualized return is +13.96%. Looking at the 5-year horizon, GUIDED CAPITAL WEALTH MANAGEMENT, LLC has achieved +13.96% annualized returns at GUIDED CAPITAL WEALTH MANAGEMENT, LLC.
Portfolio Value
$151.58M
Alpha Score
13.4
#937 of 1000
Holdings
34
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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