AWF
Alpha Wealth Funds Portfolio holdings
AUM
$122M
1-Year Est. Return
10.24%
1 Year Est. Return
+10.24%
AUM
$107M
AUM Growth
+$14.8M
(+16%)
Holding
55
Top Buys
| 1 | +$8.21M | |
| 2 | +$2.42M | |
| 3 | +$2.32M | |
| 4 |
Rockwell Automation
ROK
|
+$1.02M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$987K |
Top Sells
| 1 | +$1.09M | |
| 2 | +$988K | |
| 3 | +$959K | |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$917K |
| 5 |
MSCI
MSCI
|
+$820K |
Sector Composition
| 1 | Technology | 4.44% |
| 2 | Communication Services | 2.65% |
| 3 | Energy | 2.02% |
| 4 | Industrials | 1.65% |
| 5 | Healthcare | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$378B
| – | – |
-2,695
|
|
||
52
Bruker
BRKR
$5.91B
| – | – |
-5,500
|
|
||
|
53
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| – | – |
-10,000
|
|
||
54
Adaptive Biotechnologies
ADPT
$2.64B
| – | – |
-40,000
|
|
||
55
Adobe
ADBE
$142B
| – | – |
-2,500
|
|