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
$103M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$673K
2 +$602K
3 +$588K
4
VB icon
Vanguard Small-Cap ETF
VB
+$545K
5
NVO icon
Novo Nordisk
NVO
+$451K

Sector Composition

1 Technology 18.5%
2 Consumer Discretionary 6.8%
3 Energy 6.24%
4 Healthcare 3.72%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,250
102
-8,050
103
-6,660
104
-56,827