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AW

Alchemi Wealth Portfolio holdings

AUM $180M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$510K
3
+$470K
4
FEGE
First Eagle Global Equity ETF
FEGE
+$431K
5
NVDA icon
NVIDIA
NVDA
+$336K

Top Sells

1
+$691K
2
+$590K
3
+$374K
4
NFLX icon
Netflix
NFLX
+$290K
5
ZS icon
Zscaler
ZS
+$242K

Sector Composition

1 Technology 25.67%
2 Communication Services 6.81%
3 Consumer Discretionary 6.25%
4 Industrials 5.38%
5 Financials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$619B
$1.44M 0.8%
5,902
+25
XLI icon
27
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$1.43M 0.79%
8,814
+3,041
FBTC icon
28
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$1.36M 0.75%
23,024
+4,717
IMVT icon
29
Immunovant
IMVT
$8.15B
$1.34M 0.74%
54,016
-2,560
MSTR icon
30
Strategy Inc
MSTR
$33.9B
$1.28M 0.71%
10,291
+1,999
EMR icon
31
Emerson Electric
EMR
$77.8B
$1.28M 0.71%
9,759
+38
SMH icon
32
VanEck Semiconductor ETF
SMH
$71B
$1.25M 0.69%
3,263
+395
CEF icon
33
Sprott Physical Gold and Silver Trust
CEF
$7.6B
$1.21M 0.67%
25,291
-3,214
DIVO icon
34
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.32B
$1.2M 0.67%
26,796
+151
NJR icon
35
New Jersey Resources
NJR
$5.89B
$1.19M 0.66%
21,601
+87
CIFR icon
36
Cipher Digital Inc
CIFR
$9.04B
$1.18M 0.66%
91,750
+3,600
CVX icon
37
Chevron
CVX
$351B
$1.16M 0.64%
5,588
+1,268
CGMM
38
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.06B
$1.15M 0.64%
39,041
+3,126
VIG icon
39
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.09M 0.6%
5,047
+661
PM icon
40
Philip Morris
PM
$283B
$1.07M 0.59%
6,460
-63
COWZ icon
41
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$1.06M 0.59%
16,961
+240
MO icon
42
Altria Group
MO
$120B
$1.05M 0.58%
15,895
-3,523
AXP icon
43
American Express
AXP
$239B
$1.03M 0.57%
3,414
-23
AMD icon
44
Advanced Micro Devices
AMD
$910B
$1.02M 0.57%
5,023
-3
GLD icon
45
SPDR Gold Trust
GLD
$132B
$1.01M 0.56%
2,349
-13
V icon
46
Visa
V
$664B
$992K 0.55%
3,281
-4
CGCB icon
47
Capital Group Core Bond ETF
CGCB
$5.54B
$971K 0.54%
36,972
+8,421
CGMS icon
48
Capital Group US Multi-Sector Income ETF
CGMS
$5.16B
$937K 0.52%
34,406
+7,843
CAT icon
49
Caterpillar
CAT
$439B
$922K 0.51%
1,301
-1
COST icon
50
Costco
COST
$406B
$861K 0.48%
863
+5
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