AWF

Alpha Wealth Funds Portfolio holdings

AUM $149M
1-Year Est. Return 8.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.1M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$988K
3
+$959K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$917K
5
APPF icon
AppFolio
APPF
+$880K

Top Sells

1
+$3.37M
2
+$3.07M
3
+$2.64M
4
DVN icon
Devon Energy
DVN
+$1.29M
5
CRM icon
Salesforce
CRM
+$869K

Sector Composition

1 Technology 4.63%
2 Healthcare 3.58%
3 Energy 2.44%
4 Financials 2.14%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
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