SERENUS WEALTH ADVISORS, LLC
SERENUS WEALTH ADVISORS, LLC runs SERENUS WEALTH ADVISORS, 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 $501.33M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SERENUS WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SERENUS WEALTH ADVISORS, LLC's portfolio at SERENUS WEALTH ADVISORS, LLC has delivered returns of +23.33%. Their 3-year annualized return is +12.91%. Looking at the 5-year horizon, SERENUS WEALTH ADVISORS, LLC has achieved +12.91% annualized returns at SERENUS WEALTH ADVISORS, LLC.
Portfolio Value
$501.33M
Alpha Score
13.0
#0 of 1000
Holdings
67
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|