NORTH BERKELEY WEALTH MANAGEMENT, LLC

NORTH BERKELEY WEALTH MANAGEMENT, LLC runs NORTH BERKELEY WEALTH MANAGEMENT, LLC and currently holds 71 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $189.19M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NORTH BERKELEY WEALTH MANAGEMENT, LLC ranks #944 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NORTH BERKELEY WEALTH MANAGEMENT, LLC's portfolio at NORTH BERKELEY WEALTH MANAGEMENT, LLC has delivered returns of +17.57%. Their 3-year annualized return is +12.95%. Looking at the 5-year horizon, NORTH BERKELEY WEALTH MANAGEMENT, LLC has achieved +12.95% annualized returns at NORTH BERKELEY WEALTH MANAGEMENT, LLC.