AWA
Alta Wealth Advisors Portfolio holdings
AUM
$299M
1-Year Est. Return
25.22%
This Fund
S&P 500
1 Year Est. Return
+25.22%
AUM
$299M
AUM Growth
+$20.1M
(+7.2%)
Holding
179
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.4M | |
| 3 | +$1.16M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.14M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$1.04M |
Top Sells
| 1 | +$1.6M | |
| 2 | +$1.57M | |
| 3 | +$1.11M | |
| 4 |
SoundHound AI
SOUN
|
+$1M |
| 5 |
Incyte
INCY
|
+$978K |
Sector Composition
| 1 | Technology | 18.68% |
| 2 | Healthcare | 6.09% |
| 3 | Financials | 4.87% |
| 4 | Communication Services | 4.77% |
| 5 | Consumer Discretionary | 2.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Foghorn Therapeutics
FHTX
$336M
| – | – |
-10,032
|
|
||
177
First Trust Value Line Dividend Fund
FVD
$8.71B
| – | – |
-5,064
|
|
||
178
Home Depot
HD
$370B
| – | – |
-541
|
|
||
179
Coca-Cola
KO
$346B
| – | – |
-7,155
|
|