AW
Alteri Wealth Portfolio holdings
AUM
$258M
This Quarter Return
+4.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$361M
AUM Growth
–
Cap. Flow
+$361M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.68%
Holding
246
New
246
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Ametek
AME
|
$115M |
| 2 |
Apple
AAPL
|
$17.7M |
| 3 |
NVIDIA
NVDA
|
$13.1M |
| 4 |
Broadcom
AVGO
|
$9.64M |
| 5 |
Boeing
BA
|
$8.17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 37.38% |
| 2 | Technology | 19.35% |
| 3 | Financials | 6.45% |
| 4 | Healthcare | 5.52% |
| 5 | Consumer Staples | 4.35% |
