SEGMENT WEALTH MANAGEMENT, LLC
SEGMENT WEALTH MANAGEMENT, LLC runs SEGMENT WEALTH MANAGEMENT, LLC and currently holds 304 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.70B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SEGMENT WEALTH MANAGEMENT, LLC ranks #723 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SEGMENT WEALTH MANAGEMENT, LLC's portfolio at SEGMENT WEALTH MANAGEMENT, LLC has delivered returns of +13.86%. Their 3-year annualized return is +54.52%. Looking at the 5-year horizon, SEGMENT WEALTH MANAGEMENT, LLC has achieved +68.29% annualized returns at SEGMENT WEALTH MANAGEMENT, LLC.
Portfolio Value
$1.70B
Alpha Score
46.3
#723 of 1000
Holdings
304
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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