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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$6.51M
2 +$5.63M
3 +$5.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.41%
2 Communication Services 4.8%
3 Financials 4.01%
4 Healthcare 2.74%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$116K 0.1%
+32
127
$61K 0.05%
+4,867
128
0
129
$4K ﹤0.01%
+909