Compass Wealth Management, LLC/GA

Portfolio Overview

Compass Wealth Management, LLC/GA manages a portfolio with a total value of approximately $177.70 million as of the report date, comprising 39 individual holdings. This represents a decrease of 4.9% in total portfolio value from the previous quarter's $186.84 million. The portfolio is characterized by a heavy reliance on Exchange Traded Funds (ETFs), which account for approximately 86.6% ($153.94M) of the total assets, while individual equities make up the remainder. The f...