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
276
$3.07K ﹤0.01%
+8
277
$2.9K ﹤0.01%
+63
278
$2.78K ﹤0.01%
+15
279
$2.74K ﹤0.01%
+28
280
$2.68K ﹤0.01%
+35
281
$2.48K ﹤0.01%
+100
282
$2.47K ﹤0.01%
+80
283
$2.46K ﹤0.01%
+500
284
$2.42K ﹤0.01%
+21
285
$1.97K ﹤0.01%
+24
286
$1.85K ﹤0.01%
+43
287
$1.64K ﹤0.01%
+21
288
$1.55K ﹤0.01%
+24
289
$1.03K ﹤0.01%
+25
290
$897 ﹤0.01%
+3
291
$731 ﹤0.01%
+19
292
$700 ﹤0.01%
+55
293
$698 ﹤0.01%
+8
294
$677 ﹤0.01%
+36
295
$617 ﹤0.01%
+58
296
$573 ﹤0.01%
+20
297
$474 ﹤0.01%
+3
298
$429 ﹤0.01%
+5
299
$303 ﹤0.01%
+7
300
$36 ﹤0.01%
+3
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