AWA
Alta Wealth Advisors Portfolio holdings
AUM
$212M
1-Year Return
17.57%
This Quarter Return
+2.56%
1 Year Return
+17.57%
3 Year Return
+93.74%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$1.23M
(+0.9%)
Cap. Flow
+$520K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
28.15%
Holding
150
New
7
Increased
56
Reduced
54
Closed
8
Top Buys
| 1 |
Teladoc Health
TDOC
|
$803K |
| 2 |
Trade Desk
TTD
|
$713K |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$543K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$379K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$323K |
Top Sells
| 1 |
Skillz
SKLZ
|
$678K |
| 2 |
Bristol-Myers Squibb
BMY
|
$356K |
| 3 |
Boeing
BA
|
$332K |
| 4 |
Ollie's Bargain Outlet
OLLI
|
$303K |
| 5 |
Airbnb
ABNB
|
$292K |
Sector Composition
| 1 | Technology | 23.13% |
| 2 | Consumer Discretionary | 12.68% |
| 3 | Communication Services | 9.45% |
| 4 | Healthcare | 7.63% |
| 5 | Consumer Staples | 4.36% |
