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
51
$846K 0.57%
57,870
-2,070
52
$843K 0.57%
3,691
+62
53
$841K 0.57%
9,676
-672
54
$834K 0.56%
18,594
-385
55
$813K 0.55%
41,196
-6,556
56
$780K 0.53%
9,204
-600
57
$769K 0.52%
3,700
-145
58
$764K 0.52%
20,657
+8,465
59
$762K 0.51%
6,206
-74
60
$760K 0.51%
14,693
61
$755K 0.51%
5,694
62
$749K 0.51%
2,812
+625
63
$737K 0.5%
8,189
+14
64
$734K 0.5%
34,265
65
$733K 0.5%
1,035
-4
66
$723K 0.49%
7,289
-10
67
$721K 0.49%
1,000
68
$721K 0.49%
1,482
+169
69
$721K 0.49%
17,150
-1,200
70
$710K 0.48%
+2,861
71
$709K 0.48%
1,881
-701
72
$682K 0.46%
8,139
+671
73
$680K 0.46%
10,648
+345
74
$658K 0.44%
18,958
-3,210
75
$648K 0.44%
6,749
+435
1 2
3
4 5