AWF

Alpha Wealth Funds Portfolio holdings

AUM $149M
1-Year Est. Return 9.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$4.72M
3
+$3.66M
4
AAPL icon
Apple
AAPL
+$3.17M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.01%
2 Healthcare 6.51%
3 Energy 5.36%
4 Consumer Discretionary 2.56%
5 Industrials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$651 ﹤0.01%
+100,096
52
– –
0
1 2
3