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AWM

Alterna Wealth Management Portfolio holdings

AUM $132M
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.89M
3
+$1.44M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.3M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.15M

Top Sells

1
+$1.13M
2
+$782K
3
+$617K
4
MU icon
Micron Technology
MU
+$542K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$485K

Sector Composition

1 Technology 4.58%
2 Communication Services 2.61%
3 Consumer Discretionary 1.71%
4 Financials 0.96%
5 Energy 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STIP icon
51
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$606K 0.46%
5,861
-1,621
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.05T
$604K 0.46%
1,261
-292
EFA icon
53
iShares MSCI EAFE ETF
EFA
$75.9B
$601K 0.46%
+6,191
USIG icon
54
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$582K 0.44%
11,361
-52
THRO
55
iShares U.S. Thematic Rotation Active ETF
THRO
$6.54B
$579K 0.44%
15,997
+4,547
EMB icon
56
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
$531K 0.4%
5,654
-3,246
USMV icon
57
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$503K 0.38%
5,427
-395
SYFI
58
AB Short Duration High Yield ETF
SYFI
$893M
$503K 0.38%
14,149
IBDR icon
59
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$454K 0.34%
18,714
-4,288
ICSH icon
60
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.58B
$439K 0.33%
8,667
EWJ icon
61
iShares MSCI Japan ETF
EWJ
$21.3B
$438K 0.33%
5,184
-5,602
BTC
62
Grayscale Bitcoin Mini Trust ETF
BTC
$3.29B
$437K 0.33%
14,560
-689
XOM icon
63
Exxon Mobil
XOM
$617B
$436K 0.33%
+2,567
IYH icon
64
iShares US Healthcare ETF
IYH
$3.1B
$435K 0.33%
7,055
IYW icon
65
iShares US Technology ETF
IYW
$24B
$432K 0.33%
2,380
-40
DGRO icon
66
iShares Core Dividend Growth ETF
DGRO
$40.7B
$412K 0.31%
5,871
-292
XLF icon
67
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$408K 0.31%
8,260
-1,026
AGQ icon
68
ProShares Ultra Silver
AGQ
$1.38B
$371K 0.28%
+3,106
GBIL icon
69
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$368K 0.28%
3,674
-2,708
BLCR icon
70
BlackRock Large Cap Core ETF
BLCR
$5.95B
$368K 0.28%
+8,962
IDEF
71
iShares Defense Industrials Active ETF
IDEF
$3.87B
$365K 0.28%
+11,142
IBTH icon
72
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$359K 0.27%
15,986
V icon
73
Visa
V
$618B
$353K 0.27%
1,168
+50
ICVT icon
74
iShares Convertible Bond ETF
ICVT
$6.92B
$351K 0.27%
3,450
-618
AGGY icon
75
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$871M
$346K 0.26%
7,973
-473
1 2
3
4 5