AWA
Alta Wealth Advisors Portfolio holdings
AUM
$212M
This Quarter Return
+3.61%
1 Year Return
+17.57%
3 Year Return
+93.74%
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+4.5%)
Cap. Flow
+$7.45M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
45.93%
Holding
145
New
12
Increased
66
Reduced
42
Closed
13
Top Buys
| 1 |
Lam Research
LRCX
|
$1.16M |
| 2 |
BNY Mellon International Equity ETF
BKIE
|
$996K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$943K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$862K |
| 5 |
Palo Alto Networks
PANW
|
$779K |
Top Sells
| 1 |
HubSpot
HUBS
|
$858K |
| 2 |
GXO Logistics
GXO
|
$687K |
| 3 |
Danaher
DHR
|
$618K |
| 4 |
Wynn Resorts
WYNN
|
$548K |
| 5 |
First Trust Managed Municipal ETF
FMB
|
$446K |
Sector Composition
| 1 | Technology | 19.01% |
| 2 | Healthcare | 6.61% |
| 3 | Communication Services | 4.57% |
| 4 | Financials | 4.47% |
| 5 | Consumer Discretionary | 3.81% |
