UNITING WEALTH PARTNERS, LLC

UNITING WEALTH PARTNERS, LLC runs UNITING WEALTH PARTNERS, LLC and currently holds 197 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $469.71M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. UNITING WEALTH PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, UNITING WEALTH PARTNERS, LLC's portfolio at UNITING WEALTH PARTNERS, LLC has delivered returns of +24.13%. Their 3-year annualized return is +22.65%. Looking at the 5-year horizon, UNITING WEALTH PARTNERS, LLC has achieved +22.65% annualized returns at UNITING WEALTH PARTNERS, LLC.