STERLING WEALTH ADVISORS INC
STERLING WEALTH ADVISORS INC runs STERLING WEALTH ADVISORS INC and currently holds 20 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $175.36M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. STERLING WEALTH ADVISORS INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, STERLING WEALTH ADVISORS INC's portfolio at STERLING WEALTH ADVISORS INC has delivered returns of +15.51%. Their 3-year annualized return is +14.82%. Looking at the 5-year horizon, STERLING WEALTH ADVISORS INC has achieved +14.82% annualized returns at STERLING WEALTH ADVISORS INC.
Portfolio Value
$175.36M
Alpha Score
13.4
#0 of 1000
Holdings
20
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|