AWA

Alta Wealth Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 25.33%
This Quarter Est. Return
1 Year Est. Return
+25.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$668K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.43M
3
+$984K
4
JPM icon
JPMorgan Chase
JPM
+$965K
5
ABNB icon
Airbnb
ABNB
+$762K

Top Sells

1
+$2.05M
2
+$1.42M
3
+$1.2M
4
TTD icon
Trade Desk
TTD
+$1.14M
5
GLW icon
Corning
GLW
+$927K

Sector Composition

1 Technology 21.84%
2 Consumer Discretionary 13.12%
3 Communication Services 8.65%
4 Healthcare 7.19%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.99%
88,320
-80
27
$1.16M 0.97%
19,500
28
$1.15M 0.96%
3,386
+6
29
$1.15M 0.96%
20,389
+455
30
$1.07M 0.89%
4,821
+205
31
$1.05M 0.88%
11,459
-3
32
$1.05M 0.87%
8,039
-28
33
$1.03M 0.86%
5,065
+44
34
$1.02M 0.86%
7,726
+14
35
$1.01M 0.84%
2,711
-11
36
$984K 0.82%
+4,053
37
$977K 0.82%
15,000
38
$969K 0.81%
7,291
+31
39
$965K 0.81%
+6,340
40
$958K 0.8%
3,727
+12
41
$956K 0.8%
4,510
+15
42
$937K 0.78%
3,585
43
$929K 0.78%
7,067
+76
44
$929K 0.78%
37,586
-4,260
45
$929K 0.78%
16,167
46
$919K 0.77%
2,024
-219
47
$896K 0.75%
4,335
+16
48
$863K 0.72%
12,822
49
$843K 0.7%
2,552
-2
50
$829K 0.69%
7,591
+40
1
2
3 4 5