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
$164M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$892K
2
+$712K
3
+$532K
4
NVDA icon
NVIDIA
NVDA
+$353K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$347K

Top Sells

1
+$611K
2
+$576K
3
+$529K
4
MSFT icon
Microsoft
MSFT
+$265K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$223K

Sector Composition

1 Technology 17.35%
2 Consumer Discretionary 5.06%
3 Energy 4.91%
4 Healthcare 4.28%
5 Financials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.62K ﹤0.01%
100
277
$3.6K ﹤0.01%
80
278
$3.44K ﹤0.01%
+23
279
$3.4K ﹤0.01%
+13
280
$3.23K ﹤0.01%
+30
281
$3.11K ﹤0.01%
+55
282
$2.95K ﹤0.01%
44
-1
283
$2.9K ﹤0.01%
35
284
$2.89K ﹤0.01%
28
285
$2.76K ﹤0.01%
+22
286
$2.59K ﹤0.01%
45
-1,955
287
$2.59K ﹤0.01%
+129
288
$2.5K ﹤0.01%
+6
289
$2.49K ﹤0.01%
100
290
$2.38K ﹤0.01%
+15
291
$1.97K ﹤0.01%
24
292
$1.92K ﹤0.01%
+10
293
$1.65K ﹤0.01%
+75
294
$1.64K ﹤0.01%
21
295
$1.12K ﹤0.01%
4
-4
296
$1.11K ﹤0.01%
+23
297
$972 ﹤0.01%
3
298
$971 ﹤0.01%
55
299
$875 ﹤0.01%
19
300
$854 ﹤0.01%
43
9 10 11
12
13