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
101
$215K 0.16%
1,225
-2,856
102
$210K 0.15%
1,202
+1
103
-590
104
-1,715
105
-666
106
-1,747
107
-8,300
108
-1,199