OW
Olistico Wealth Portfolio holdings
AUM
$180M
This Quarter Return
+10.7%
1 Year Return
+16.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+8.2%)
Cap. Flow
-$731K
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
49.34%
Holding
108
New
3
Increased
36
Reduced
40
Closed
6
Top Buys
| 1 |
Novo Nordisk
NVO
|
$602K |
| 2 |
Eli Lilly
LLY
|
$584K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$581K |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
$496K |
| 5 |
Vanguard Information Technology ETF
VGT
|
$454K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.03M |
| 2 |
Apple
AAPL
|
$704K |
| 3 |
Salesforce
CRM
|
$672K |
| 4 |
Tesla
TSLA
|
$502K |
| 5 |
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% |
