AWA
Alta Wealth Advisors Portfolio holdings
AUM
$279M
1-Year Est. Return
25.33%
1 Year Est. Return
+25.33%
AUM
$212M
AUM Growth
-$5.94M
(-2.7%)
Holding
153
Top Buys
| 1 | +$1.39M | |
| 2 | +$988K | |
| 3 | +$788K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$690K |
| 5 |
Innodata
INOD
|
+$604K |
Top Sells
| 1 | +$4.97M | |
| 2 | +$4.68M | |
| 3 | +$2.85M | |
| 4 |
ServiceNow
NOW
|
+$2.53M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.46M |
Sector Composition
| 1 | Technology | 17.44% |
| 2 | Financials | 5.73% |
| 3 | Healthcare | 4.58% |
| 4 | Communication Services | 4.55% |
| 5 | Consumer Discretionary | 3.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Palantir
PLTR
$424B
| – | – |
-2,426
|
|
||
152
Invesco QQQ Trust
QQQ
$387B
| – | – |
-6,075
|
|
||
153
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
| – | – |
-28,701
|
|