WISCONSIN WEALTH ADVISORS, LLC
WISCONSIN WEALTH ADVISORS, LLC runs WISCONSIN WEALTH ADVISORS, LLC and currently holds 84 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $101.65M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WISCONSIN WEALTH ADVISORS, LLC ranks #935 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WISCONSIN WEALTH ADVISORS, LLC's portfolio at WISCONSIN WEALTH ADVISORS, LLC has delivered returns of +16.38%. Their 3-year annualized return is +15.09%. Looking at the 5-year horizon, WISCONSIN WEALTH ADVISORS, LLC has achieved +15.09% annualized returns at WISCONSIN WEALTH ADVISORS, LLC.
Portfolio Value
$101.65M
Alpha Score
13.5
#935 of 1000
Holdings
84
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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