Alaska Wealth Advisors is an investment fund managing more than $601 billion ran by Evan Rose. There are currently 46 companies in Mr. Rose’s portfolio. The largest investments include Spdr S&p 500 Etf Tr and Vanguard Bd Index Fds, together worth $232 billion.
$601 billion Assets Under Management (AUM)
As of 9th January 2024, Alaska Wealth Advisors’s top holding is 320,633 shares of Spdr S&p 500 Etf Tr currently worth over $152 billion and making up 25.4% of the portfolio value. In addition, the fund holds 1,073,983 shares of Vanguard Bd Index Fds worth $79.6 billion. The third-largest holding is Ishares Tr worth $134 billion and the next is Flexshares Tr worth $36.5 billion, with 682,060 shares owned.
Currently, Alaska Wealth Advisors's portfolio is worth at least $601 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Alaska Wealth Advisors
The Alaska Wealth Advisors office and employees reside in Anchorage, Alaska. According to the last 13-F report filed with the SEC, Evan Rose serves as the CCO at Alaska Wealth Advisors.
