AWA
Alta Wealth Advisors Portfolio holdings
AUM
$212M
1-Year Return
17.57%
This Quarter Return
+17.61%
1 Year Return
+17.57%
3 Year Return
+93.74%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.03%
Holding
135
New
135
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.69M |
| 2 |
Snap
SNAP
|
$4.2M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$3.89M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$3.7M |
| 5 |
Microsoft
MSFT
|
$3.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Consumer Discretionary | 13.66% |
| 3 | Communication Services | 9.41% |
| 4 | Healthcare | 7.1% |
| 5 | Consumer Staples | 6.04% |
