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
$79.8M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.36%
2 Communication Services 4.54%
3 Financials 4.49%
4 Consumer Discretionary 3%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,587
127
-29,801
128
-7,886
129
-2,048
130
-1,687