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AWM
Alterna Wealth Management Portfolio holdings
AUM
$132M
1-Year Est. Return
13.71%
This Fund
S&P 500
1 Year Est. Return
+13.71%
AUM
$132M
AUM Growth
+$12.1M
(+10%)
Holding
115
Top Buys
| 1 | +$1.95M | |
| 2 | +$1.89M | |
| 3 | +$1.44M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.3M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$1.15M |
Top Sells
| 1 | +$1.13M | |
| 2 | +$782K | |
| 3 | +$617K | |
| 4 |
Micron Technology
MU
|
+$542K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Rivian
RIVN
$21.1B
| $168K | 0.13% |
+11,173
|
|
||
102
Cemex
CX
$17.4B
| $128K | 0.1% |
11,169
|
|
||
|
STUB
103
StubHub Holdings
STUB
$3.9B
| $119K | 0.09% |
+19,000
|
|
||
104
Taboola.com
TBLA
$1.28B
| $96.1K | 0.07% |
+31,000
|
|
||
|
LX
105
LexinFintech Holdings
LX
$339M
| $32.7K | 0.02% |
15,000
|
|
||
106
Vanguard Total International Bond ETF
BNDX
$81.6B
| – | – |
-5,213
|
|
||
107
Global X Copper Miners ETF NEW
COPX
$7.45B
| – | – |
-6,247
|
|
||
108
Salesforce
CRM
$144B
| – | – |
-915
|
|
||
109
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.1B
| – | – |
-11,284
|
|
||
110
iShares Core S&P Mid-Cap ETF
IJH
$120B
| – | – |
-4,170
|
|
||
111
Mastercard
MA
$438B
| – | – |
-370
|
|
||
|
112
Micron Technology
MU
$1.06T
| – | – |
-1,900
|
|
||
113
Ferrari
RACE
$63B
| – | – |
-600
|
|
||
114
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.94B
| – | – |
-9,108
|
|
||
115
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-7,825
|
|