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STEVE ALTMAN

@True Private Wealth Advisors

Latest period2024 - Q3ReportedManaged Assets$838.181MTotal holdings215
Assets growth rate-5.09%Assets growth rate (2-Q avg)-1.89%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in True Private Wealth Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 215 positions.

Assets under management

The assets under management (AUM) of True Private Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 838.181M in assets, with a quarterly growth rate of -5.09% and a 2-quarter average growth rate of -1.89%. The portfolio is managed by STEVE ALTMAN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLCSelect Sector Spdr Tr
Recent Activity
Exited
0%
$4.587M
53,547 shares@ $85.66 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Exited
0%
$3.683M
20,193 shares@ $182.4 avg price
VHTVanguard World Fd
Recent Activity
Exited
0%
$3.659M
13,756 shares@ $266.01 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Exited
0%
$2.931M
71,298 shares@ $41.12 avg price
XLISelect Sector Spdr Tr
Recent Activity
Exited
0%
$2.867M
23,527 shares@ $121.88 avg price
VDCVanguard World Fd
Recent Activity
Exited
0%
$2.118M
10,431 shares@ $203.04 avg price
XLESelect Sector Spdr Tr
Recent Activity
Exited
0%
$1.496M
16,413 shares@ $91.15 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$1.171M
2,299 shares@ $509.23 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$1.127M
4,777 shares@ $235.99 avg price
ESGUIshares Tr
Recent Activity
Exited
0%
$843,216
7,067 shares@ $119.32 avg price