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PRIVATE WEALTH ASSET MANAGEMENT, LLC 13F portfolio summary

PRIVATE WEALTH ASSET MANAGEMENT, LLC of PRIVATE WEALTH ASSET MANAGEMENT, LLC has 909 current stock holdings with a reported portfolio value of $935.4M. The portfolio 1 year return is +12.26%. Top holdings include DBC (0.00%), BITW (0.00%), AGG (0.00%), BLV (0.00%), DIA (0.00%).

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PRIVATE WEALTH ASSET MANAGEMENT, LLC

PRIVATE WEALTH ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31

PRIVATE WEALTH ASSET MANAGEMENT, LLC runs PRIVATE WEALTH ASSET MANAGEMENT, LLC and currently holds 909 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $935.39M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PRIVATE WEALTH ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PRIVATE WEALTH ASSET MANAGEMENT, LLC's portfolio at PRIVATE WEALTH ASSET MANAGEMENT, LLC has delivered returns of +12.26%. Their 3-year annualized return is +12.26%. Looking at the 5-year horizon, PRIVATE WEALTH ASSET MANAGEMENT, LLC has achieved +12.26% annualized returns at PRIVATE WEALTH ASSET MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.26%
#0/1000
3 Year
+12.26%
#0/1000
5 Year
+12.26%
#0/1000

Portfolio Value

$935.39M

Alpha Score

10.9

#0 of 1000

Holdings

909

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change