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
$123M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$5.2M
2 +$2.84M
3 +$1.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.65M

Top Sells

1 +$1.48M
2 +$1.37M
3 +$997K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$906K
5
AMZN icon
Amazon
AMZN
+$805K

Sector Composition

1 Technology 5.75%
2 Financials 4.7%
3 Communication Services 3.82%
4 Consumer Discretionary 3.53%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,754
102
-1,251
103
-11,200