PLANWISER FINANCIAL, LLC

PLANWISER FINANCIAL, LLC runs PLANWISER FINANCIAL, LLC and currently holds 47 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $138.13M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PLANWISER FINANCIAL, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PLANWISER FINANCIAL, LLC's portfolio at PLANWISER FINANCIAL, LLC has delivered returns of +12.51%. Their 3-year annualized return is +12.51%. Looking at the 5-year horizon, PLANWISER FINANCIAL, LLC has achieved +12.51% annualized returns at PLANWISER FINANCIAL, LLC.