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
$84.6M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$1.82M
2 +$1.11M
3 +$853K
4
T icon
AT&T
T
+$797K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$542K

Sector Composition

1 Technology 8.34%
2 Communication Services 8.08%
3 Healthcare 5.99%
4 Financials 5.28%
5 Energy 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-58,405
127
-15,920
128
-5,820
129
-14,350
130
-10,311