AWM
Alterna Wealth Management Portfolio holdings
AUM
$125M
This Quarter Return
+2.7%
1 Year Return
+10.83%
3 Year Return
+45.3%
5 Year Return
–
10 Year Return
–
AUM
$83.2M
AUM Growth
+$83.2M
(-30%)
Cap. Flow
-$37.4M
Cap. Flow
% of AUM
-44.9%
Top 10 Holdings %
Top 10 Hldgs %
37.42%
Holding
110
New
12
Increased
28
Reduced
42
Closed
17
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$2.72M |
| 2 |
Lam Research
LRCX
|
$2.42M |
| 3 |
LLL
L3 Technologies, Inc.
LLL
|
$2.35M |
| 4 |
CELG
Celgene Corp
CELG
|
$2.31M |
| 5 |
TARO
Taro Pharmaceutical Industries Ltd.
TARO
|
$2.22M |
Sector Composition
| 1 | Communication Services | 9.15% |
| 2 | Technology | 7.53% |
| 3 | Healthcare | 5.5% |
| 4 | Financials | 3.69% |
| 5 | Energy | 2.61% |
