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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
$291M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$448K
3
+$432K
4
TMO icon
Thermo Fisher Scientific
TMO
+$404K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$394K

Top Sells

1
+$489K
2
+$302K
3
+$288K
4
TNGY
Tortoise Energy ETF
TNGY
+$278K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$243K

Sector Composition

1 Technology 27.28%
2 Financials 9.52%
3 Communication Services 6.83%
4 Industrials 5.91%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$699K 0.24%
3,238
+104
102
$696K 0.24%
5,343
103
$694K 0.24%
12,059
+1,625
104
$690K 0.24%
2,795
-41
105
$687K 0.24%
8,234
+400
106
$685K 0.24%
4,063
+38
107
$682K 0.23%
2,760
+286
108
$679K 0.23%
3,620
+251
109
$678K 0.23%
27,587
+2,584
110
$676K 0.23%
1,806
-314
111
$666K 0.23%
14,577
+495
112
$648K 0.22%
4,483
+721
113
$637K 0.22%
799
+27
114
$636K 0.22%
18,010
115
$627K 0.22%
9,309
+77
116
$627K 0.22%
13,350
+976
117
$626K 0.22%
7,764
+608
118
$622K 0.21%
11,243
+1,265
119
$617K 0.21%
5,555
+374
120
$610K 0.21%
12,908
+51
121
$601K 0.21%
3,061
-57
122
$600K 0.21%
3,711
-118
123
$597K 0.21%
2,783
+109
124
$592K 0.2%
3,882
+85
125
$590K 0.2%
1,775
-10
3 4
5
6 7