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
$139M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$1.03M
2 +$704K
3 +$672K
4
TSLA icon
Tesla
TSLA
+$502K
5
BA icon
Boeing
BA
+$447K

Sector Composition

1 Technology 15.86%
2 Consumer Discretionary 6.67%
3 Energy 5.1%
4 Healthcare 4.19%
5 Financials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$637K 0.46%
10,408
+2,065
52
$598K 0.43%
2,392
-53
53
$568K 0.41%
11,380
-1,500
54
$560K 0.4%
3,553
+973
55
$551K 0.4%
3,484
56
$548K 0.4%
3,375
57
$528K 0.38%
12,565
58
$524K 0.38%
1,430
-700
59
$518K 0.37%
7,857
-1,346
60
$500K 0.36%
4,303
-1,111
61
$496K 0.36%
2,431
62
$477K 0.34%
4,316
+1
63
$475K 0.34%
2,488
-900
64
$474K 0.34%
2,074
-5
65
$466K 0.34%
1,024
+400
66
$452K 0.33%
1,137
-28
67
$439K 0.32%
3,430
+1,284
68
$437K 0.32%
7,271
-4
69
$432K 0.31%
2,365
+1
70
$413K 0.3%
4,239
-1,815
71
$411K 0.3%
1,684
-6
72
$405K 0.29%
2,323
-870
73
$403K 0.29%
9,289
-249
74
$401K 0.29%
2,178
-47
75
$390K 0.28%
2,254