AWA
Alta Wealth Advisors Portfolio holdings
AUM
$212M
1-Year Return
17.57%
This Quarter Return
+4.13%
1 Year Return
+17.57%
3 Year Return
+93.74%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$668K
(+0.56%)
Cap. Flow
-$1.93M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
28.12%
Holding
146
New
11
Increased
51
Reduced
39
Closed
15
Top Buys
| 1 |
Zebra Technologies
ZBRA
|
$1.45M |
| 2 |
Boeing
BA
|
$1.43M |
| 3 |
PayPal
PYPL
|
$984K |
| 4 |
JPMorgan Chase
JPM
|
$965K |
| 5 |
Airbnb
ABNB
|
$762K |
Top Sells
| 1 |
Sea Limited
SE
|
$2.05M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.42M |
| 3 |
Mastercard
MA
|
$1.2M |
| 4 |
Trade Desk
TTD
|
$1.14M |
| 5 |
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% |
