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
301
$743 ﹤0.01%
25
302
$621 ﹤0.01%
36
303
$603 ﹤0.01%
+7
304
$533 ﹤0.01%
20
305
$443 ﹤0.01%
5
306
$315 ﹤0.01%
7
307
$279 ﹤0.01%
24
-34
308
$200 ﹤0.01%
+27
309
$156 ﹤0.01%
+2
310
$25 ﹤0.01%
12
311
-3
312
-63
313
-180
314
-53
315
-150
316
-15
317
-8
318
-21
319
-114
320
-3
321
-24