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
$144M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$1.46M
2 +$694K
3 +$673K
4
HUBS icon
HubSpot
HUBS
+$671K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$664K

Sector Composition

1 Technology 14.9%
2 Healthcare 11.14%
3 Consumer Discretionary 7.07%
4 Consumer Staples 3.53%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,770
152
-1,413