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
$157M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$336K
3
+$328K
4
NVDA icon
NVIDIA
NVDA
+$324K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$270K

Top Sells

1
+$842K
2
+$322K
3
+$314K
4
DRI icon
Darden Restaurants
DRI
+$300K
5
ICE icon
Intercontinental Exchange
ICE
+$265K

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 5.59%
3 Energy 4.86%
4 Healthcare 4.67%
5 Financials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$105K 0.07%
+4,905
127
$102K 0.07%
+725
128
$101K 0.06%
+5,293
129
$99.8K 0.06%
+1,705
130
$93.3K 0.06%
+674
131
$92.8K 0.06%
+584
132
$92.8K 0.06%
+1,300
133
$90.7K 0.06%
+1,484
134
$90K 0.06%
+2,317
135
$86.3K 0.06%
+713
136
$86.1K 0.05%
+1,097
137
$84.2K 0.05%
+1,075
138
$82.9K 0.05%
+600
139
$80.3K 0.05%
+336
140
$76K 0.05%
+3,000
141
$74.1K 0.05%
+1,500
142
$72.4K 0.05%
+2,500
143
$70.2K 0.04%
+614
144
$69.4K 0.04%
+1,179
145
$69.3K 0.04%
+3,309
146
$64.7K 0.04%
+430
147
$62.4K 0.04%
+685
148
$62.2K 0.04%
+772
149
$61.1K 0.04%
+1,684
150
$58.7K 0.04%
+700
4 5
6
7 8