AWA

Alta Wealth Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 25.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.47M
3
+$3.14M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.71M
5
XYZ
Block Inc
XYZ
+$2.27M

Top Sells

1
+$3.79M
2
+$1.82M
3
+$1.45M
4
ETSY icon
Etsy
ETSY
+$1.29M
5
VEEV icon
Veeva Systems
VEEV
+$927K

Sector Composition

1 Technology 18.2%
2 Consumer Discretionary 9.28%
3 Healthcare 7.12%
4 Consumer Staples 3.59%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
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