OAK WEALTH ADVISORS LLC
OAK WEALTH ADVISORS LLC runs OAK WEALTH ADVISORS LLC and currently holds 55 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $182.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OAK WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OAK WEALTH ADVISORS LLC's portfolio at OAK WEALTH ADVISORS LLC has delivered returns of +20.06%. Their 3-year annualized return is +18.99%. Looking at the 5-year horizon, OAK WEALTH ADVISORS LLC has achieved +18.99% annualized returns at OAK WEALTH ADVISORS LLC.
Portfolio Value
$182.00M
Alpha Score
17.3
#0 of 1000
Holdings
55
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|