OW
Olistico Wealth Portfolio holdings
AUM
$180M
This Quarter Return
+3.93%
1 Year Return
+16.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+5.1%)
Cap. Flow
+$3.58M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
51.47%
Holding
322
New
11
Increased
82
Reduced
50
Closed
12
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.03M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.01M |
| 3 |
Capital Group Dividend Value ETF
CGDV
|
$448K |
| 4 |
Capital Group Growth ETF
CGGR
|
$315K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$295K |
Top Sells
| 1 |
Cisco
CSCO
|
$536K |
| 2 |
Novo Nordisk
NVO
|
$384K |
| 3 |
Eli Lilly
LLY
|
$222K |
| 4 |
Broadcom
AVGO
|
$117K |
| 5 |
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% |
