AWM

Alterna Wealth Management Portfolio holdings

AUM $121M
1-Year Est. Return 12.83%
This Quarter Est. Return
1 Year Est. Return
+12.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.2M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.54%
2 Financials 4.19%
3 Communication Services 3.53%
4 Healthcare 2.5%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,650
102
-10,050
103
-2,705
104
-4,912