AWA
Alta Wealth Advisors Portfolio holdings
AUM
$212M
1-Year Return
17.57%
This Quarter Return
+8.77%
1 Year Return
+17.57%
3 Year Return
+93.74%
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$11.8M
(+7.5%)
Cap. Flow
+$773K
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
34.27%
Holding
142
New
6
Increased
39
Reduced
72
Closed
9
Top Buys
| 1 |
Tesla
TSLA
|
$1.25M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.09M |
| 3 |
GXO Logistics
GXO
|
$758K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$673K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$628K |
Top Sells
| 1 |
CVS Health
CVS
|
$1.11M |
| 2 |
Dow Inc
DOW
|
$889K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$387K |
| 4 |
Old Dominion Freight Line
ODFL
|
$362K |
| 5 |
Charles Schwab
SCHW
|
$337K |
Sector Composition
| 1 | Technology | 15.28% |
| 2 | Healthcare | 10.86% |
| 3 | Consumer Discretionary | 6.64% |
| 4 | Communication Services | 3.81% |
| 5 | Consumer Staples | 3.29% |
