LEE-KELLEHER WEALTH MANAGEMENT
LEE-KELLEHER WEALTH MANAGEMENT runs LEE-KELLEHER WEALTH MANAGEMENT and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $168.07M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LEE-KELLEHER WEALTH MANAGEMENT ranks #960 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LEE-KELLEHER WEALTH MANAGEMENT's portfolio at LEE-KELLEHER WEALTH MANAGEMENT has delivered returns of +15.48%. Their 3-year annualized return is +11.02%. Looking at the 5-year horizon, LEE-KELLEHER WEALTH MANAGEMENT has achieved +11.02% annualized returns at LEE-KELLEHER WEALTH MANAGEMENT.
Portfolio Value
$168.07M
Alpha Score
10.7
#960 of 1000
Holdings
41
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|