KEYVANTAGE WEALTH, LLC
KEYVANTAGE WEALTH, LLC runs KEYVANTAGE WEALTH, LLC and currently holds 90 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $227.07M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KEYVANTAGE WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KEYVANTAGE WEALTH, LLC's portfolio at KEYVANTAGE WEALTH, LLC has delivered returns of +14.20%. Their 3-year annualized return is +11.08%. Looking at the 5-year horizon, KEYVANTAGE WEALTH, LLC has achieved +11.08% annualized returns at KEYVANTAGE WEALTH, LLC.
Portfolio Value
$227.07M
Alpha Score
10.4
#0 of 1000
Holdings
90
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|