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
$172M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.01M
3
+$448K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$315K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$295K

Top Sells

1
+$536K
2
+$384K
3
+$222K
4
AVGO icon
Broadcom
AVGO
+$117K
5
MDLZ icon
Mondelez International
MDLZ
+$90.9K

Sector Composition

1 Technology 17.71%
2 Consumer Discretionary 5.3%
3 Energy 5.06%
4 Financials 4.05%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.6K 0.01%
28
227
$13.8K 0.01%
200
228
$13.7K 0.01%
37
229
$13.5K 0.01%
146
230
$13.3K 0.01%
500
231
$13.2K 0.01%
80
232
$13K 0.01%
300
233
$12.8K 0.01%
86
234
$12.8K 0.01%
1,208
235
$12.8K 0.01%
+120
236
$12.6K 0.01%
45
237
$11.7K 0.01%
144
238
$11.7K 0.01%
400
239
$10.8K 0.01%
86
240
$10.2K 0.01%
212
241
$10.1K 0.01%
563
242
$10K 0.01%
500
243
$9.88K 0.01%
200
244
$9.77K 0.01%
125
245
$9.51K 0.01%
150
246
$9.42K 0.01%
57
247
$8.79K 0.01%
200
248
$8.67K 0.01%
375
249
$8.14K ﹤0.01%
249
+1
250
$8.03K ﹤0.01%
68
+1
8 9
10
11 12