AWA
Alta Wealth Advisors Portfolio holdings
AUM
$212M
This Quarter Return
-6.43%
1 Year Return
+17.57%
3 Year Return
+93.74%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+3.9%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
11.2%
Top 10 Holdings %
Top 10 Hldgs %
29.56%
Holding
165
New
20
Increased
60
Reduced
46
Closed
21
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.77M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.47M |
| 3 |
Apple
AAPL
|
$3.14M |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$2.71M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$2.27M |
Top Sells
| 1 |
Snap
SNAP
|
$3.79M |
| 2 |
Sea Limited
SE
|
$1.82M |
| 3 |
Atlassian
TEAM
|
$1.45M |
| 4 |
Etsy
ETSY
|
$1.29M |
| 5 |
Veeva Systems
VEEV
|
$927K |
Sector Composition
| 1 | Technology | 18.2% |
| 2 | Consumer Discretionary | 9.28% |
| 3 | Healthcare | 7.12% |
| 4 | Consumer Staples | 3.59% |
| 5 | Communication Services | 3.4% |
