MAGNOLIA PRIVATE WEALTH, LLC
MAGNOLIA PRIVATE WEALTH, LLC runs MAGNOLIA PRIVATE WEALTH, LLC and currently holds 128 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $150.06M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MAGNOLIA PRIVATE WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MAGNOLIA PRIVATE WEALTH, LLC's portfolio at MAGNOLIA PRIVATE WEALTH, LLC has delivered returns of +16.27%. Their 3-year annualized return is +15.12%. Looking at the 5-year horizon, MAGNOLIA PRIVATE WEALTH, LLC has achieved +15.12% annualized returns at MAGNOLIA PRIVATE WEALTH, LLC.
Portfolio Value
$150.06M
Alpha Score
13.8
#0 of 1000
Holdings
128
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|