MINDSET WEALTH MANAGEMENT, LLC
MINDSET WEALTH MANAGEMENT, LLC runs MINDSET WEALTH MANAGEMENT, LLC and currently holds 176 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $372.50M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MINDSET WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MINDSET WEALTH MANAGEMENT, LLC's portfolio at MINDSET WEALTH MANAGEMENT, LLC has delivered returns of +36.71%. Their 3-year annualized return is +28.97%. Looking at the 5-year horizon, MINDSET WEALTH MANAGEMENT, LLC has achieved +28.97% annualized returns at MINDSET WEALTH MANAGEMENT, LLC.
Portfolio Value
$372.50M
Alpha Score
27.2
#0 of 1000
Holdings
176
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|