AWM

Alterna Wealth Management Portfolio holdings

AUM $132M
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.58M
3
+$2.76M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$999K

Top Sells

1
+$2.86M
2
+$1.89M
3
+$1.13M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.09M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.03M

Sector Composition

1 Technology 7.33%
2 Financials 4.67%
3 Communication Services 3.56%
4 Healthcare 2.47%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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