GUTIERREZ WEALTH ADVISORY, LLC
GUTIERREZ WEALTH ADVISORY, LLC runs GUTIERREZ WEALTH ADVISORY, LLC and currently holds 67 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $160.95M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GUTIERREZ WEALTH ADVISORY, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GUTIERREZ WEALTH ADVISORY, LLC's portfolio at GUTIERREZ WEALTH ADVISORY, LLC has delivered returns of +14.81%. Their 3-year annualized return is +12.67%. Looking at the 5-year horizon, GUTIERREZ WEALTH ADVISORY, LLC has achieved +12.67% annualized returns at GUTIERREZ WEALTH ADVISORY, LLC.
Portfolio Value
$160.95M
Alpha Score
11.6
#0 of 1000
Holdings
67
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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