SILVER OAK WEALTH ADVISORS SERVICES, LLC
SILVER OAK WEALTH ADVISORS SERVICES, LLC runs SILVER OAK WEALTH ADVISORS SERVICES, LLC and currently holds 39 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $153.96M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SILVER OAK WEALTH ADVISORS SERVICES, LLC ranks #954 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SILVER OAK WEALTH ADVISORS SERVICES, LLC's portfolio at SILVER OAK WEALTH ADVISORS SERVICES, LLC has delivered returns of +12.93%. Their 3-year annualized return is +12.30%. Looking at the 5-year horizon, SILVER OAK WEALTH ADVISORS SERVICES, LLC has achieved +12.30% annualized returns at SILVER OAK WEALTH ADVISORS SERVICES, LLC.
Portfolio Value
$153.96M
Alpha Score
11.1
#954 of 1000
Holdings
39
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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