TRACE WEALTH ADVISORS, LLC

TRACE WEALTH ADVISORS, LLC runs TRACE WEALTH ADVISORS, LLC and currently holds 65 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $133.44M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TRACE WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TRACE WEALTH ADVISORS, LLC's portfolio at TRACE WEALTH ADVISORS, LLC has delivered returns of +18.87%. Their 3-year annualized return is +16.51%. Looking at the 5-year horizon, TRACE WEALTH ADVISORS, LLC has achieved +16.51% annualized returns at TRACE WEALTH ADVISORS, LLC.