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
$148M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.42M
3 +$814K
4
VHT icon
Vanguard Health Care ETF
VHT
+$710K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$615K

Sector Composition

1 Healthcare 11.06%
2 Technology 10.72%
3 Consumer Discretionary 6.12%
4 Consumer Staples 3.71%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,988