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MRWM ADVISORS, LLC 13F portfolio summary

MRWM ADVISORS, LLC of MRWM ADVISORS, LLC has 74 current stock holdings with a reported portfolio value of $184.4M. The portfolio 1 year return is +13.45%. Top holdings include CGUS (0.00%), BND (0.00%), CGDV (0.00%), CGGR (0.00%), SPY (0.00%).

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MRWM ADVISORS, LLC

MRWM ADVISORS, LLC
Latest filing: 2026-03-31

MRWM ADVISORS, LLC runs MRWM ADVISORS, LLC and currently holds 74 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $184.45M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MRWM ADVISORS, LLC ranks #952 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MRWM ADVISORS, LLC's portfolio at MRWM ADVISORS, LLC has delivered returns of +13.45%. Their 3-year annualized return is +12.56%. Looking at the 5-year horizon, MRWM ADVISORS, LLC has achieved +12.56% annualized returns at MRWM ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.45%
#914/1000
3 Year
+12.56%
#952/1000
5 Year
+12.56%
#947/1000

Portfolio Value

$184.45M

Alpha Score

11.4

#952 of 1000

Holdings

74

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change