AWM
Alterna Wealth Management Portfolio holdings
AUM
$121M
1-Year Est. Return
12.83%
1 Year Est. Return
+12.83%
AUM
$125M
AUM Growth
-$6.93M
(-5.3%)
Holding
126
Top Buys
| 1 | +$2.42M | |
| 2 | +$2.01M | |
| 3 | +$1.01M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$981K |
| 5 |
SPDR Gold Trust
GLD
|
+$847K |
Top Sells
| 1 | +$3.3M | |
| 2 | +$2.32M | |
| 3 | +$1.85M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.66M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.57M |
Sector Composition
| 1 | Technology | 6.25% |
| 2 | Financials | 2.89% |
| 3 | Communication Services | 2.43% |
| 4 | Consumer Discretionary | 2.39% |
| 5 | Healthcare | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ServiceNow
NOW
$193B
| – | – |
-302
|
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