AWM

Alterna Wealth Management Portfolio holdings

AUM $120M
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
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 +$6.52M
2 +$5.29M
3 +$5.14M
4
AAPL icon
Apple
AAPL
+$5.01M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.48M

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