AW
Alaethes Wealth Portfolio holdings
AUM
$335M
This Quarter Return
+9.73%
1 Year Return
+18.04%
3 Year Return
+89.39%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+20%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
9.01%
Top 10 Holdings %
Top 10 Hldgs %
35.44%
Holding
270
New
183
Increased
56
Reduced
20
Closed
1
Top Buys
Top Sells
| 1 |
Coca-Cola
KO
|
$392K |
| 2 |
INBX
Inhibrx, Inc. Common Stock
INBX
|
$275K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$248K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$104K |
| 5 |
Kimberly-Clark
KMB
|
$98.3K |
Sector Composition
| 1 | Technology | 24.53% |
| 2 | Financials | 13.11% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.9% |
| 5 | Communication Services | 9.36% |
