HOLOS INTEGRATED WEALTH LLC
HOLOS INTEGRATED WEALTH LLC runs HOLOS INTEGRATED WEALTH LLC and currently holds 408 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $197.63M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HOLOS INTEGRATED WEALTH LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HOLOS INTEGRATED WEALTH LLC's portfolio at HOLOS INTEGRATED WEALTH LLC has delivered returns of +13.72%. Their 3-year annualized return is +11.60%. Looking at the 5-year horizon, HOLOS INTEGRATED WEALTH LLC has achieved +11.60% annualized returns at HOLOS INTEGRATED WEALTH LLC.
Portfolio Value
$197.63M
Alpha Score
10.9
#0 of 1000
Holdings
408
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|