JP WEALTH MANAGEMENT, INC.
JP WEALTH MANAGEMENT, INC. runs JP WEALTH MANAGEMENT, INC. and currently holds 15 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $147.47M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JP WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JP WEALTH MANAGEMENT, INC.'s portfolio at JP WEALTH MANAGEMENT, INC. has delivered returns of +17.80%. Their 3-year annualized return is +14.81%. Looking at the 5-year horizon, JP WEALTH MANAGEMENT, INC. has achieved +14.81% annualized returns at JP WEALTH MANAGEMENT, INC..
Portfolio Value
$147.47M
Alpha Score
13.7
#0 of 1000
Holdings
15
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|