MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC runs MODERN WEALTH MANAGEMENT, LLC and currently holds 859 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $5.84B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MODERN WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MODERN WEALTH MANAGEMENT, LLC's portfolio at MODERN WEALTH MANAGEMENT, LLC has delivered returns of +56.50%. Their 3-year annualized return is +74.38%. Looking at the 5-year horizon, MODERN WEALTH MANAGEMENT, LLC has achieved +74.38% annualized returns at MODERN WEALTH MANAGEMENT, LLC.