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
$148M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.42M
3
+$814K
4
VHT icon
Vanguard Health Care ETF
VHT
+$710K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$615K

Top Sells

1
+$1.89M
2
+$1.06M
3
+$758K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$639K
5
TSLA icon
Tesla
TSLA
+$493K

Sector Composition

1 Healthcare 11.06%
2 Technology 10.72%
3 Consumer Discretionary 6.12%
4 Consumer Staples 3.71%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$647K 0.44%
3,663
+528
77
$639K 0.43%
31,243
-7,763
78
$634K 0.43%
3,788
+1,298
79
$623K 0.42%
22,450
-250
80
$615K 0.42%
+2,130
81
$606K 0.41%
19,900
82
$605K 0.41%
4,452
-122
83
$598K 0.4%
1,892
+157
84
$597K 0.4%
10,205
-2,032
85
$573K 0.39%
9,003
+2,140
86
$569K 0.38%
1,690
-41
87
$552K 0.37%
12,591
88
$550K 0.37%
3,832
-364
89
$550K 0.37%
4,680
-27
90
$534K 0.36%
+1,612
91
$527K 0.36%
957
-9
92
$511K 0.35%
1,312
-37
93
$510K 0.34%
8,016
-283
94
$485K 0.33%
6,956
+50
95
$479K 0.32%
3,609
-88
96
$476K 0.32%
4,031
-40
97
$461K 0.31%
1,440
+89
98
$457K 0.31%
2,390
-1,709
99
$452K 0.31%
+7,451
100
$451K 0.3%
1,284
-78
2 3
4
5 6