Asset Manager
← All Institutions
Base Wealth Management LLC
7301 MERCHANT COURT, LAKEWOOD RANCH, FL 34240 • 9412036040
Market Value
$0
Holdings
0
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 93.3% |
| Technology | 2.8% |
| Industrials | 1.2% |
| Consumer Defensive | 1.0% |
| Consumer Cyclical | 0.9% |
Portfolio Analytics
Avg Market Cap
—
Median Market Cap
—
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
—
# Stocks
0
# ETFs / Funds
0