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
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.2M
3
+$3.89M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.7M
5
MSFT icon
Microsoft
MSFT
+$3.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.68%
2 Consumer Discretionary 13.66%
3 Communication Services 9.41%
4 Healthcare 7.1%
5 Consumer Staples 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.2%
+5,950
127
$240K 0.2%
+1,458
128
$234K 0.2%
+2,824
129
$226K 0.19%
+2,176
130
$224K 0.19%
+1,278
131
$219K 0.18%
+31,697
132
$218K 0.18%
+3,153
133
$214K 0.18%
+998
134
$208K 0.17%
+13,623
135
$187K 0.16%
+18,900
2 3 4 5
6