OW

Olistico Wealth Portfolio holdings

AUM $203M
1-Year Est. Return 24.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$985K
3
+$403K
4
NVDA icon
NVIDIA
NVDA
+$377K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$366K

Top Sells

1
+$303K
2
+$234K
3
+$220K
4
PB icon
Prosperity Bancshares
PB
+$202K
5
EOG icon
EOG Resources
EOG
+$199K

Sector Composition

1 Technology 19.64%
2 Consumer Discretionary 5.05%
3 Financials 3.87%
4 Energy 3.73%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
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