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
$136M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$638K
3
+$567K
4
CMG icon
Chipotle Mexican Grill
CMG
+$394K
5
SKLZ icon
Skillz
SKLZ
+$385K

Top Sells

1
+$984K
2
+$461K
3
+$321K
4
META icon
Meta Platforms (Facebook)
META
+$246K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$133K

Sector Composition

1 Technology 23.24%
2 Consumer Discretionary 12.69%
3 Communication Services 9.47%
4 Healthcare 7.54%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$670K 0.49%
3,554
+70
77
$670K 0.49%
4,536
-898
78
$650K 0.48%
5,074
+1,930
79
$649K 0.48%
6,743
+530
80
$641K 0.47%
12,286
81
$639K 0.47%
2,765
-13
82
$638K 0.47%
+2,632
83
$627K 0.46%
18,175
+75
84
$625K 0.46%
5,117
+200
85
$621K 0.46%
5,997
86
$621K 0.46%
8,224
-170
87
$613K 0.45%
1,558
-170
88
$585K 0.43%
10,253
89
$567K 0.42%
+2,069
90
$566K 0.41%
8,827
-213
91
$560K 0.41%
4,447
-98
92
$552K 0.4%
5,172
+60
93
$538K 0.39%
14,655
+259
94
$535K 0.39%
2,761
-49
95
$504K 0.37%
1,028
-50
96
$502K 0.37%
3,049
+62
97
$492K 0.36%
21,271
+194
98
$488K 0.36%
8,014
-294
99
$487K 0.36%
4,642
+41
100
$464K 0.34%
919
-6
2 3
4
5 6