AW

Alteri Wealth Portfolio holdings

AUM $258M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$115M
2 +$17.7M
3 +$13.1M
4
AVGO icon
Broadcom
AVGO
+$9.64M
5
BA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$306K 0.08%
+3,309
177
$305K 0.08%
+2,425
178
$299K 0.08%
+7,486
179
$299K 0.08%
+1,422
180
$297K 0.08%
+4,970
181
$293K 0.08%
+13,721
182
$293K 0.08%
+2,100
183
$291K 0.08%
+3,724
184
$290K 0.08%
+12,477
185
$290K 0.08%
+5,665
186
$287K 0.08%
+5,293
187
$285K 0.08%
+1,751
188
$283K 0.08%
+2,502
189
$281K 0.08%
+544
190
$281K 0.08%
+969
191
$278K 0.08%
+8,623
192
$278K 0.08%
+9,041
193
$277K 0.08%
+5,194
194
$277K 0.08%
+1,500
195
$275K 0.08%
+3,885
196
$275K 0.08%
+1,222
197
$272K 0.08%
+930
198
$272K 0.08%
+2,313
199
$269K 0.07%
+1,924
200
$266K 0.07%
+1,833