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
$162M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.66M
3
+$2.31M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.21M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.15M

Top Sells

1
+$1.18M
2
+$803K
3
+$778K
4
Z icon
Zillow
Z
+$715K
5
BYND icon
Beyond Meat
BYND
+$654K

Sector Composition

1 Technology 21.52%
2 Consumer Discretionary 12.41%
3 Healthcare 6.73%
4 Communication Services 6.5%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$997K 0.61%
17,011
+850
52
$955K 0.59%
8,168
+493
53
$939K 0.58%
+18,887
54
$935K 0.58%
24,676
55
$931K 0.57%
3,600
-4
56
$927K 0.57%
3,628
+82
57
$920K 0.57%
7,066
-93
58
$897K 0.55%
3,285
59
$893K 0.55%
5,142
60
$861K 0.53%
+10,125
61
$839K 0.52%
19,283
-816
62
$836K 0.52%
5,137
63
$834K 0.51%
13,370
-866
64
$833K 0.51%
3,846
-2,755
65
$782K 0.48%
2,918
+100
66
$781K 0.48%
11,856
67
$777K 0.48%
5,997
68
$749K 0.46%
+6,460
69
$726K 0.45%
34,865
+12,103
70
$721K 0.44%
3,215
71
$716K 0.44%
2,788
+1,672
72
$700K 0.43%
4,471
-2
73
$697K 0.43%
+7,512
74
$689K 0.42%
5,332
+258
75
$680K 0.42%
1,018
+99
1 2
3
4 5