Portfolio (Quarterly)
Guide ↗
Alpha Wealth Funds, LLC
· CIK 0002059327| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ACHR | ARCHER AVIATION INC | Industrials | 10,000.0 | $49K | 0.03% | — | — | $4.94 | +15.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
35.2%
Healthcare
17.8%
Technology
15.2%
Industrials
14.5%
Energy
10.8%
Consumer Cyclical
3.6%
Consumer Defensive
2.4%
Basic Materials
0.5%