WORTH FINANCIAL ADVISORY GROUP, LLC
WORTH FINANCIAL ADVISORY GROUP, LLC runs WORTH FINANCIAL ADVISORY GROUP, LLC and currently holds 47 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $228.91M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WORTH FINANCIAL ADVISORY GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WORTH FINANCIAL ADVISORY GROUP, LLC's portfolio at WORTH FINANCIAL ADVISORY GROUP, LLC has delivered returns of +25.14%. Their 3-year annualized return is +58.00%. Looking at the 5-year horizon, WORTH FINANCIAL ADVISORY GROUP, LLC has achieved +66.71% annualized returns at WORTH FINANCIAL ADVISORY GROUP, LLC.
Portfolio Value
$228.91M
Alpha Score
49.7
#0 of 1000
Holdings
47
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|