AWM
Alterna Wealth Management Portfolio holdings
AUM
$125M
This Quarter Return
+8.22%
1 Year Return
+10.83%
3 Year Return
+45.3%
5 Year Return
–
10 Year Return
–
AUM
$83.1M
AUM Growth
+$83.1M
(+6.2%)
Cap. Flow
-$975K
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
46.68%
Holding
83
New
12
Increased
27
Reduced
24
Closed
6
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.57M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$1.24M |
| 3 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$979K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$530K |
| 5 |
NVIDIA
NVDA
|
$433K |
Top Sells
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Communication Services | 3.7% |
| 3 | Financials | 3.64% |
| 4 | Consumer Discretionary | 2.71% |
| 5 | Healthcare | 1.25% |
