AWF

Alpha Wealth Funds Portfolio holdings

AUM $122M
1-Year Est. Return 10.24%
This Quarter Est. Return
1 Year Est. Return
+10.24%
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 +$4.7M
3 +$3.44M
4
AAPL icon
Apple
AAPL
+$3.37M
5
GRAL
GRAIL Inc
GRAL
+$3.06M

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