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
251
$8.02K ﹤0.01%
34
252
$7.99K ﹤0.01%
75
253
$7.88K ﹤0.01%
620
254
$7.31K ﹤0.01%
200
255
$7.25K ﹤0.01%
72
256
$6.88K ﹤0.01%
18
257
$6.71K ﹤0.01%
82
258
$6.53K ﹤0.01%
200
259
$6.5K ﹤0.01%
+90
260
$5.55K ﹤0.01%
590
261
$4.91K ﹤0.01%
755
262
$4.88K ﹤0.01%
100
263
$4.42K ﹤0.01%
400
264
$4.28K ﹤0.01%
115
265
$4.27K ﹤0.01%
339
266
$4.27K ﹤0.01%
200
267
$4.15K ﹤0.01%
+27
268
$4.13K ﹤0.01%
+63
269
$4.1K ﹤0.01%
100
270
$4.1K ﹤0.01%
23
271
$4.08K ﹤0.01%
150
-160
272
$4.08K ﹤0.01%
+39
273
$3.94K ﹤0.01%
30
274
$3.86K ﹤0.01%
55
275
$3.85K ﹤0.01%
80
9 10
11
12 13