ORCA WEALTH MANAGEMENT, LLC
ORCA WEALTH MANAGEMENT, LLC runs ORCA WEALTH MANAGEMENT, LLC and currently holds 67 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $140.53M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ORCA WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ORCA WEALTH MANAGEMENT, LLC's portfolio at ORCA WEALTH MANAGEMENT, LLC has delivered returns of +21.63%. Their 3-year annualized return is +21.89%. Looking at the 5-year horizon, ORCA WEALTH MANAGEMENT, LLC has achieved +21.89% annualized returns at ORCA WEALTH MANAGEMENT, LLC.
Portfolio Value
$140.53M
Alpha Score
19.7
#0 of 1000
Holdings
67
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|