MCCARTER PRIVATE WEALTH SERVICES LLC
MCCARTER PRIVATE WEALTH SERVICES LLC runs MCCARTER PRIVATE WEALTH SERVICES LLC and currently holds 171 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $230.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MCCARTER PRIVATE WEALTH SERVICES LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MCCARTER PRIVATE WEALTH SERVICES LLC's portfolio at MCCARTER PRIVATE WEALTH SERVICES LLC has delivered returns of +20.57%. Their 3-year annualized return is +17.19%. Looking at the 5-year horizon, MCCARTER PRIVATE WEALTH SERVICES LLC has achieved +17.19% annualized returns at MCCARTER PRIVATE WEALTH SERVICES LLC.
Portfolio Value
$230.00M
Alpha Score
16.1
#0 of 1000
Holdings
171
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|