WEALTH EFFECTS LLC
WEALTH EFFECTS LLC runs WEALTH EFFECTS LLC and currently holds 234 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $282.19M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEALTH EFFECTS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEALTH EFFECTS LLC's portfolio at WEALTH EFFECTS LLC has delivered returns of +38.17%. Their 3-year annualized return is +76.66%. Looking at the 5-year horizon, WEALTH EFFECTS LLC has achieved +40.76% annualized returns at WEALTH EFFECTS LLC.
Portfolio Value
$282.19M
Alpha Score
46.7
#0 of 1000
Holdings
234
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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