NEW DIMENSIONS WEALTH MANAGEMENT, LLC
NEW DIMENSIONS WEALTH MANAGEMENT, LLC runs NEW DIMENSIONS WEALTH MANAGEMENT, LLC and currently holds 20 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $117.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NEW DIMENSIONS WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NEW DIMENSIONS WEALTH MANAGEMENT, LLC's portfolio at NEW DIMENSIONS WEALTH MANAGEMENT, LLC has delivered returns of +15.72%. Their 3-year annualized return is +15.72%. Looking at the 5-year horizon, NEW DIMENSIONS WEALTH MANAGEMENT, LLC has achieved +15.72% annualized returns at NEW DIMENSIONS WEALTH MANAGEMENT, LLC.
Portfolio Value
$117.51M
Alpha Score
14.3
#0 of 1000
Holdings
20
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|