WEALTH MANAGEMENT PARTNERS, LLC
WEALTH MANAGEMENT PARTNERS, LLC runs WEALTH MANAGEMENT PARTNERS, LLC and currently holds 143 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $349.87M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEALTH MANAGEMENT PARTNERS, LLC ranks #364 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEALTH MANAGEMENT PARTNERS, LLC's portfolio at WEALTH MANAGEMENT PARTNERS, LLC has delivered returns of +27.74%. Their 3-year annualized return is +84.18%. Looking at the 5-year horizon, WEALTH MANAGEMENT PARTNERS, LLC has achieved +83.67% annualized returns at WEALTH MANAGEMENT PARTNERS, LLC.
Portfolio Value
$349.87M
Alpha Score
64.1
#364 of 1000
Holdings
143
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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