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
76
$680K 0.42%
2,023
-187
77
$679K 0.42%
3,257
-100
78
$648K 0.4%
3,544
-10
79
$641K 0.4%
4,772
-348
80
$640K 0.39%
995
+4
81
$633K 0.39%
8,248
+146
82
$631K 0.39%
1,445
-38
83
$631K 0.39%
1,520
+83
84
$624K 0.38%
18,125
-50
85
$614K 0.38%
4,358
-101
86
$611K 0.38%
2,069
87
$602K 0.37%
1,513
+210
88
$581K 0.36%
6,254
+180
89
$578K 0.36%
14,801
+25
90
$575K 0.35%
12,705
-3,593
91
$567K 0.35%
4,642
92
$566K 0.35%
9,003
+176
93
$566K 0.35%
10,253
94
$547K 0.34%
+2,898
95
$542K 0.33%
1,384
+113
96
$538K 0.33%
5,157
97
$537K 0.33%
20,906
-365
98
$530K 0.33%
9,365
+2,490
99
$528K 0.33%
3,493
+429
100
$511K 0.32%
5,202
+98
2 3
4
5 6