AW

Alteri Wealth Portfolio holdings

AUM $309M
1-Year Est. Return 27.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$878K
2 +$691K
3 +$674K
4
DELL icon
Dell
DELL
+$673K
5
ADI icon
Analog Devices
ADI
+$655K

Top Sells

1 +$582K
2 +$572K
3 +$526K
4
TXN icon
Texas Instruments
TXN
+$406K
5
WMT icon
Walmart Inc
WMT
+$339K

Sector Composition

1 Technology 27.29%
2 Financials 9.42%
3 Communication Services 7.15%
4 Healthcare 6.11%
5 Industrials 5.95%