JOURNEY BEYOND WEALTH, LLC

JOURNEY BEYOND WEALTH, LLC runs JOURNEY BEYOND WEALTH, LLC and currently holds 29 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $116.43M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JOURNEY BEYOND WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JOURNEY BEYOND WEALTH, LLC's portfolio at JOURNEY BEYOND WEALTH, LLC has delivered returns of +18.01%. Their 3-year annualized return is +15.75%. Looking at the 5-year horizon, JOURNEY BEYOND WEALTH, LLC has achieved +15.75% annualized returns at JOURNEY BEYOND WEALTH, LLC.