AWM
Alterna Wealth Management Portfolio holdings
AUM
$125M
This Quarter Return
-1.26%
1 Year Return
+10.83%
3 Year Return
+45.3%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+11%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
12.1%
Top 10 Holdings %
Top 10 Hldgs %
45.57%
Holding
121
New
18
Increased
48
Reduced
26
Closed
12
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.16M |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$2.47M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.43M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.15M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1,000K |
Top Sells
Sector Composition
| 1 | Technology | 6.82% |
| 2 | Financials | 4.32% |
| 3 | Communication Services | 3.22% |
| 4 | Consumer Discretionary | 2.05% |
| 5 | Consumer Staples | 0.65% |
