AWA
Alta Wealth Advisors Portfolio holdings
AUM
$308M
1-Year Est. Return
27.87%
This Fund
S&P 500
1 Year Est. Return
+27.87%
AUM
$308M
AUM Growth
+$8.81M
(+2.9%)
Holding
185
Top Buys
| 1 | +$2.72M | |
| 2 | +$2.58M | |
| 3 | +$2.11M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.84M |
| 5 |
CALY
Callaway Golf Company
CALY
|
+$1.78M |
Top Sells
| 1 | +$3.09M | |
| 2 | +$1.32M | |
| 3 | +$1.3M | |
| 4 |
Affirm
AFRM
|
+$1.02M |
| 5 |
Lowe's Companies
LOW
|
+$1M |
Sector Composition
| 1 | Technology | 15.38% |
| 2 | Healthcare | 6.15% |
| 3 | Financials | 4.17% |
| 4 | Communication Services | 4.1% |
| 5 | Industrials | 2.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Procter & Gamble
PG
$334B
| – | – |
-1,514
|
|
||
177
PayPal
PYPL
$39.5B
| – | – |
-6,463
|
|
||
178
Qualcomm
QCOM
$265B
| – | – |
-2,035
|
|
||
179
American Century US Quality Growth ETF
QGRO
$2.2B
| – | – |
-1,895
|
|
||
180
Q2 Holdings
QTWO
$2.96B
| – | – |
-3,580
|
|
||
181
Shopify
SHOP
$154B
| – | – |
-19,224
|
|
||
182
Snowflake
SNOW
$88.6B
| – | – |
-1,293
|
|
||
183
StoneCo
STNE
$2.78B
| – | – |
-87,960
|
|
||
184
TaskUs
TASK
$580M
| – | – |
-16,726
|
|
||
185
Reddit
RDDT
$33.9B
| – | – |
-1,315
|
|