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
176
$38.7K 0.02%
+274
177
$37.4K 0.02%
+100
178
$35.9K 0.02%
+1,452
179
$35.1K 0.02%
+372
180
$34.8K 0.02%
+1,078
181
$34.2K 0.02%
+337
182
$32.8K 0.02%
+1,058
183
$31.2K 0.02%
+401
184
$31.2K 0.02%
+2,343
185
$31K 0.02%
+119
186
$30.3K 0.02%
+622
187
$30.1K 0.02%
+300
188
$30.1K 0.02%
+200
189
$29.9K 0.02%
+500
190
$29.2K 0.02%
+989
191
$29.2K 0.02%
+372
192
$28.6K 0.02%
+407
193
$28.5K 0.02%
+1,098
194
$27.6K 0.02%
+427
195
$27.3K 0.02%
+157
196
$26.7K 0.02%
+276
197
$25.7K 0.02%
+104
198
$25.2K 0.02%
+400
199
$25.2K 0.02%
+300
200
$25.1K 0.02%
+2,000