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AW

Alteri Wealth Portfolio holdings

AUM $309M
1-Year Est. Return 31.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$854K
3
+$754K
4
META icon
Meta Platforms (Facebook)
META
+$648K
5
VZ icon
Verizon
VZ
+$496K

Top Sells

1
+$855K
2
+$683K
3
+$470K
4
PEP icon
PepsiCo
PEP
+$395K
5
MCD icon
McDonald's
MCD
+$341K

Sector Composition

1 Technology 26.78%
2 Financials 10.17%
3 Communication Services 6.45%
4 Industrials 6.16%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,875
277
– –
-8,512
278
– –
-4,463
279
– –
-11,667
280
– –
-5,024
281
– –
-627
282
– –
-871
283
– –
-3,971
284
– –
-1,435
8 9 10 11
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