Alta Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$4.42M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.56M |
| 3 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.24M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.14M |
| 5 |
First Trust Managed Municipal ETF
FMB
|
+$1.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boeing
BA
|
+$1.18M |
| 2 |
Teladoc Health
TDOC
|
+$803K |
| 3 |
LivePerson
LPSN
|
+$778K |
| 4 |
Zillow
Z
|
+$715K |
| 5 |
Beyond Meat
BYND
|
+$654K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.52% |
| 2 | Consumer Discretionary | 12.41% |
| 3 | Healthcare | 6.73% |
| 4 | Communication Services | 6.5% |
| 5 | Consumer Staples | 3.95% |
Similar funds
Alta Wealth Advisors's Q4 2021 Portfolio in Review
As of Q4 2021, Alta Wealth Advisors held 160 positions worth $162M, up 18% from $138M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Alta Wealth Advisors deployed $15.4M of net new capital in Q4 2021, opening 18 new positions and adding to 62 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 18,887 shares worth $939K.
By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Consumer Discretionary and Healthcare.
On the sell side, the largest reduction was Visa, an estimated $591K trimmed.
- Alta Wealth Advisors's largest Q4 2021 buy was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 18,887 shares worth $939K.
- Alta Wealth Advisors added most to First Trust Rising Dividend Achievers ETF in Q4 2021, an estimated $4.42M increase.
- Alta Wealth Advisors's biggest Q4 2021 reduction was Visa, cutting an estimated $591K.
- Alta Wealth Advisors fully exited Boeing in Q4 2021, selling an estimated $1.18M.
- Alta Wealth Advisors's ten largest holdings make up 30% of its $162M portfolio in Q4 2021.
- Alta Wealth Advisors opened 18 new positions and closed 15 in Q4 2021.
- Alta Wealth Advisors's portfolio value rose 18% quarter-over-quarter to $162M.
Based on Alta Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.