AWM
Alterna Wealth Management Portfolio holdings
AUM
$125M
This Quarter Return
+3.75%
1 Year Return
+10.83%
3 Year Return
+45.3%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-2.4%)
Cap. Flow
-$6.63M
Cap. Flow
% of AUM
-5.95%
Top 10 Holdings %
Top 10 Hldgs %
44%
Holding
116
New
11
Increased
34
Reduced
32
Closed
15
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.22M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.98M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.39M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$1.29M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.21M |
Sector Composition
| 1 | Technology | 7.42% |
| 2 | Communication Services | 3.76% |
| 3 | Financials | 2.76% |
| 4 | Consumer Discretionary | 2.4% |
| 5 | Healthcare | 1.47% |
