AWM
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Alterna Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Alterna Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$270K Hold
6,260
– – 0.34% 62
2020
Q3 		$257K Sell
6,260
-290
-4% -$11.9K 0.37% 54
2020
Q2 		$261K Hold
6,550
– – 0.31% 82
2020
Q1 		$241K Hold
6,550
– – 0.35% 56
2019
Q4 		$263K Hold
6,550
– – 0.29% 82
2019
Q3 		$257K Hold
6,550
– – 0.3% 68
2019
Q2 		$256K Buy
+6,550
New +$251K 0.31% 74

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alterna Wealth Management's AOM Position: Q4 2020 in Review

Alterna Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q4 2020 at 6,260 shares worth $270K. The position accounts for 0.34% of the portfolio, ranked #62.

Alterna Wealth Management first reported a position in AOM in Q2 2019 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold AOM as of Q4 2020.

  • Alterna Wealth Management held 6,260 shares of iShares Core Moderate Allocation ETF worth $270K as of Q4 2020.
  • Alterna Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q4 2020.
  • iShares Core Moderate Allocation ETF made up 0.34% of Alterna Wealth Management's portfolio in Q4 2020, its #62 holding.
  • Alterna Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.