PRIVATE WEALTH PARTNERS, LLC
PRIVATE WEALTH PARTNERS, LLC runs PRIVATE WEALTH PARTNERS, LLC and currently holds 168 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.30B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PRIVATE WEALTH PARTNERS, LLC ranks #622 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PRIVATE WEALTH PARTNERS, LLC's portfolio at PRIVATE WEALTH PARTNERS, LLC has delivered returns of +16.53%. Their 3-year annualized return is +60.92%. Looking at the 5-year horizon, PRIVATE WEALTH PARTNERS, LLC has achieved +71.25% annualized returns at PRIVATE WEALTH PARTNERS, LLC.
Portfolio Value
$1.30B
Alpha Score
49.5
#622 of 1000
Holdings
168
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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