We are live on
!
Find out more
AW
Alteri Wealth Portfolio holdings
AUM
$309M
1-Year Est. Return
31.04%
This Fund
S&P 500
1 Year Est. Return
+31.04%
AUM
$309M
AUM Growth
+$79.8K
(+0.03%)
Holding
312
Top Buys
| 1 | +$1.36M | |
| 2 | +$1.34M | |
| 3 | +$960K | |
| 4 |
Touchstone Securitized Income ETF
TSEC
|
+$856K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$836K |
Top Sells
| 1 | +$1.44M | |
| 2 | +$1.25M | |
| 3 | +$856K | |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$755K |
| 5 |
BXMX
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
+$737K |
Sector Composition
| 1 | Technology | 25.75% |
| 2 | Financials | 8.47% |
| 3 | Communication Services | 6.94% |
| 4 | Industrials | 6.29% |
| 5 | Healthcare | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Nasdaq
NDAQ
$50.3B
| – | – |
-2,263
|
|
||
302
ServiceNow
NOW
$105B
| – | – |
-1,572
|
|
||
303
Shell
SHEL
$237B
| – | – |
-4,404
|
|
||
304
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.4B
| – | – |
-12,755
|
|
||
305
SS&C Technologies
SSNC
$16.3B
| – | – |
-3,584
|
|
||
306
iShares TIPS Bond ETF
TIP
$14.9B
| – | – |
-3,308
|
|
||
307
Uber
UBER
$140B
| – | – |
-2,576
|
|
||
308
First Citizens BancShares
FCNCA
$24.4B
| – | – |
-148
|
|
||
309
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.19B
| – | – |
-22,445
|
|
||
310
HP
HPQ
$23.1B
| – | – |
-13,014
|
|
||
311
Janus Henderson AAA CLO ETF
JAAA
$27.8B
| – | – |
-5,833
|
|
||
312
Ferrari
RACE
$62.5B
| – | – |
-1,357
|
|