TREVIAN WEALTH MANAGEMENT LLC
TREVIAN WEALTH MANAGEMENT LLC runs TREVIAN WEALTH MANAGEMENT LLC and currently holds 43 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $202.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TREVIAN WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TREVIAN WEALTH MANAGEMENT LLC's portfolio at TREVIAN WEALTH MANAGEMENT LLC has delivered returns of +17.34%. Their 3-year annualized return is +72.07%. Looking at the 5-year horizon, TREVIAN WEALTH MANAGEMENT LLC has achieved +44.88% annualized returns at TREVIAN WEALTH MANAGEMENT LLC.
Portfolio Value
$202.64M
Alpha Score
42.6
#0 of 1000
Holdings
43
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|