OW

Olistico Wealth Portfolio holdings

AUM $180M
1-Year Est. Return 16.99%
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$336K
3
+$328K
4
NVDA icon
NVIDIA
NVDA
+$324K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$270K

Top Sells

1
+$842K
2
+$322K
3
+$314K
4
DRI icon
Darden Restaurants
DRI
+$300K
5
ICE icon
Intercontinental Exchange
ICE
+$265K

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 5.59%
3 Energy 4.86%
4 Healthcare 4.67%
5 Financials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.8K 0.01%
+702
227
$13.6K 0.01%
+516
228
$13.4K 0.01%
+400
229
$13.3K 0.01%
+200
230
$13.1K 0.01%
+100
231
$12.9K 0.01%
+203
232
$12.9K 0.01%
+146
233
$12.8K 0.01%
+200
234
$12.6K 0.01%
+200
235
$11.9K 0.01%
+153
236
$11.9K 0.01%
+100
237
$11.8K 0.01%
86
-1,938
238
$11.7K 0.01%
+247
239
$11.7K 0.01%
+300
240
$11.3K 0.01%
+45
241
$11.1K 0.01%
+50
242
$11K 0.01%
+144
243
$10.5K 0.01%
+310
244
$10.3K 0.01%
+75
245
$9.27K 0.01%
+563
246
$9.08K 0.01%
+590
247
$8.99K 0.01%
+1,208
248
$8.92K 0.01%
+375
249
$8.7K 0.01%
+57
250
$8.69K 0.01%
+150
8 9
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