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
251
$8.64K 0.01%
+180
252
$8.34K 0.01%
+212
253
$8.01K 0.01%
+75
254
$8.01K 0.01%
+18
255
$7.95K 0.01%
+200
256
$7.08K ﹤0.01%
+143
257
$7.02K ﹤0.01%
+200
258
$7K ﹤0.01%
+200
259
$6.78K ﹤0.01%
+90
260
$6.67K ﹤0.01%
+31
261
$6.45K ﹤0.01%
+755
262
$6.41K ﹤0.01%
+620
263
$5.82K ﹤0.01%
+150
264
$5.76K ﹤0.01%
+82
265
$5.71K ﹤0.01%
+100
266
$5.52K ﹤0.01%
+72
267
$4.99K ﹤0.01%
+114
268
$4.58K ﹤0.01%
+339
269
$4.34K ﹤0.01%
+400
270
$4.23K ﹤0.01%
+200
271
$3.59K ﹤0.01%
+16
272
$3.52K ﹤0.01%
+100
273
$3.39K ﹤0.01%
+43
274
$3.23K ﹤0.01%
+45
275
$3.15K ﹤0.01%
+53
9 10
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