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
101
$509K 0.31%
7,560
-160
102
$506K 0.31%
2,960
+55
103
$492K 0.3%
3,079
+375
104
$480K 0.3%
5,145
+1,017
105
$466K 0.29%
+5,514
106
$458K 0.28%
2,753
+10
107
$445K 0.27%
7,508
+139
108
$444K 0.27%
12,700
109
$439K 0.27%
2,452
110
$400K 0.25%
11,281
-166
111
$396K 0.24%
+2,453
112
$394K 0.24%
7,399
113
$394K 0.24%
5,283
+2,023
114
$392K 0.24%
3,427
+395
115
$388K 0.24%
2,371
+21
116
$387K 0.24%
5,634
-27
117
$384K 0.24%
7,525
118
$369K 0.23%
6,644
+28
119
$362K 0.22%
1,368
-20
120
$357K 0.22%
10,200
-200
121
$355K 0.22%
1,536
+69
122
$338K 0.21%
+7,090
123
$309K 0.19%
16,959
-71
124
$297K 0.18%
3,855
125
$295K 0.18%
+2,539
3 4
5
6 7