AWM

Alterna Wealth Management Portfolio holdings

AUM $121M
1-Year Est. Return 12.83%
This Quarter Est. Return
1 Year Est. Return
+12.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 12.6%
2 Financials 8.01%
3 Healthcare 7.88%
4 Technology 7.47%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$158K 0.03%
+15,715
352
$154K 0.03%
+18,523
353
$151K 0.02%
+14,193
354
$125K 0.02%
+10,991
355
$94K 0.02%
+157
356
$69K 0.01%
+1,677
357
$63K 0.01%
+1,119
358
$48K 0.01%
+10,296
359
$36K 0.01%
+10,005
360
$22K ﹤0.01%
+11,472
361
$21K ﹤0.01%
+13,982
362
$20K ﹤0.01%
+518
363
$4K ﹤0.01%
+16,430
364
0