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
$148M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.42M
3
+$814K
4
VHT icon
Vanguard Health Care ETF
VHT
+$710K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$615K

Top Sells

1
+$1.89M
2
+$1.06M
3
+$758K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$639K
5
TSLA icon
Tesla
TSLA
+$493K

Sector Composition

1 Healthcare 11.06%
2 Technology 10.72%
3 Consumer Discretionary 6.12%
4 Consumer Staples 3.71%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.91%
6,771
-65
27
$1.29M 0.87%
14,624
-1,060
28
$1.29M 0.87%
6,053
-14
29
$1.25M 0.85%
14,937
+177
30
$1.17M 0.79%
9,493
-4,001
31
$1.15M 0.77%
28,735
+1,685
32
$1.12M 0.75%
25,016
33
$1.09M 0.74%
5,934
-22
34
$1.08M 0.73%
16,696
-590
35
$1.08M 0.73%
17,420
36
$1.07M 0.72%
4,350
+214
37
$1.06M 0.72%
7,903
+158
38
$1.05M 0.71%
5,129
+130
39
$988K 0.67%
6,809
+490
40
$985K 0.67%
11,476
+493
41
$969K 0.65%
2,648
-27
42
$955K 0.65%
2,460
+50
43
$937K 0.63%
10,716
+2,954
44
$936K 0.63%
7,214
+154
45
$901K 0.61%
4,985
-128
46
$878K 0.59%
4,095
+662
47
$875K 0.59%
8,297
+5,241
48
$869K 0.59%
25,401
+10,442
49
$854K 0.58%
7,295
+321
50
$848K 0.57%
3,219
+134
1
2
3 4 5