AWM
Alterna Wealth Management Portfolio holdings
AUM
$125M
This Quarter Return
+5.69%
1 Year Return
+10.83%
3 Year Return
+45.3%
5 Year Return
–
10 Year Return
–
AUM
$69M
AUM Growth
+$69M
(-18%)
Cap. Flow
-$14.6M
Cap. Flow
% of AUM
-21.18%
Top 10 Holdings %
Top 10 Hldgs %
41.69%
Holding
118
New
23
Increased
15
Reduced
37
Closed
31
Top Buys
| 1 |
Apple
AAPL
|
$2.55M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.85M |
| 3 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
$1.2M |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
$998K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$622K |
Top Sells
Sector Composition
| 1 | Technology | 8.98% |
| 2 | Communication Services | 8.05% |
| 3 | Financials | 3.98% |
| 4 | Energy | 3.28% |
| 5 | Healthcare | 3.15% |
