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
151
$58.5K 0.04%
+1,973
152
$55.7K 0.04%
+536
153
$55.3K 0.04%
+1,079
154
$55K 0.04%
+1,000
155
$53.5K 0.03%
+68
156
$53.4K 0.03%
+65
157
$53.1K 0.03%
+1,400
158
$53K 0.03%
+983
159
$52.6K 0.03%
+600
160
$51.9K 0.03%
+285
161
$50.5K 0.03%
+953
162
$50.5K 0.03%
+1,109
163
$49.8K 0.03%
+1,200
164
$47.2K 0.03%
+199
165
$46.5K 0.03%
+1,132
166
$46.5K 0.03%
+525
167
$45.8K 0.03%
+500
168
$45.2K 0.03%
+310
169
$45.1K 0.03%
+1,135
170
$44.9K 0.03%
+571
171
$43.3K 0.03%
+569
172
$42.9K 0.03%
+1,931
173
$40.7K 0.03%
+210
174
$40.3K 0.03%
+752
175
$38.8K 0.02%
+516
5 6
7
8 9