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
101
$448K 0.3%
13,304
-1,437
102
$421K 0.28%
21,580
-1,226
103
$418K 0.28%
8,354
+1,636
104
$415K 0.28%
5,565
+160
105
$413K 0.28%
8,718
-1,373
106
$408K 0.28%
4,879
-196
107
$402K 0.27%
+16,422
108
$385K 0.26%
+1,467
109
$369K 0.25%
7,210
+1
110
$369K 0.25%
4,474
-3,107
111
$359K 0.24%
4,120
-659
112
$356K 0.24%
7,355
-2,215
113
$351K 0.24%
4,975
+11
114
$347K 0.23%
17,827
-3,151
115
$329K 0.22%
+3,157
116
$321K 0.22%
2,264
117
$316K 0.21%
4,220
-350
118
$313K 0.21%
1,222
-177
119
$308K 0.21%
1,816
+69
120
$306K 0.21%
6,965
-708
121
$297K 0.2%
3,981
-3,721
122
$290K 0.2%
+7,070
123
$288K 0.19%
2,546
-132
124
$287K 0.19%
6,831
+3
125
$277K 0.19%
4,491
-560
3 4
5
6 7