AWA
Alta Wealth Advisors Portfolio holdings
AUM
$212M
1-Year Return
17.57%
This Quarter Return
-3.91%
1 Year Return
+17.57%
3 Year Return
+93.74%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
-$4.59M
(-3.2%)
Cap. Flow
+$2.5M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
141
New
4
Increased
58
Reduced
32
Closed
5
Top Buys
| 1 |
Progressive
PGR
|
$820K |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$711K |
| 3 |
Blackrock
BLK
|
$572K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$559K |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$457K |
Top Sells
| 1 |
FedEx
FDX
|
$556K |
| 2 |
Freeport-McMoran
FCX
|
$546K |
| 3 |
NVIDIA
NVDA
|
$371K |
| 4 |
American Tower
AMT
|
$232K |
| 5 |
Abbott
ABT
|
$205K |
Sector Composition
| 1 | Technology | 13.82% |
| 2 | Healthcare | 10.14% |
| 3 | Consumer Discretionary | 7.91% |
| 4 | Consumer Staples | 3.62% |
| 5 | Communication Services | 2.83% |
