TUMWATER WEALTH MANAGEMENT, LLC
TUMWATER WEALTH MANAGEMENT, LLC runs TUMWATER WEALTH MANAGEMENT, LLC and currently holds 34 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $248.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TUMWATER WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TUMWATER WEALTH MANAGEMENT, LLC's portfolio at TUMWATER WEALTH MANAGEMENT, LLC has delivered returns of +20.80%. Their 3-year annualized return is +20.02%. Looking at the 5-year horizon, TUMWATER WEALTH MANAGEMENT, LLC has achieved +20.02% annualized returns at TUMWATER WEALTH MANAGEMENT, LLC.
Portfolio Value
$248.64M
Alpha Score
18.3
#0 of 1000
Holdings
34
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|