AWA
Alta Wealth Advisors Portfolio holdings
AUM
$212M
1-Year Return
17.57%
This Quarter Return
+9.75%
1 Year Return
+17.57%
3 Year Return
+93.74%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$16.8M
(+14%)
Cap. Flow
+$6.09M
Cap. Flow
% of AUM
4.46%
Top 10 Holdings %
Top 10 Hldgs %
27.66%
Holding
146
New
15
Increased
61
Reduced
43
Closed
3
Top Buys
| 1 |
Atlassian
TEAM
|
$1.12M |
| 2 |
Fiverr
FVRR
|
$638K |
| 3 |
Praxis Precision Medicines
PRAX
|
$567K |
| 4 |
Chipotle Mexican Grill
CMG
|
$394K |
| 5 |
Skillz
SKLZ
|
$385K |
Top Sells
| 1 |
PayPal
PYPL
|
$984K |
| 2 |
Verizon
VZ
|
$461K |
| 3 |
SPLK
Splunk Inc
SPLK
|
$321K |
| 4 |
Meta Platforms (Facebook)
META
|
$246K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$133K |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Consumer Discretionary | 12.69% |
| 3 | Communication Services | 9.47% |
| 4 | Healthcare | 7.54% |
| 5 | Consumer Staples | 5.44% |
