OW

Olistico Wealth Portfolio holdings

AUM $205M
1-Year Est. Return 20.45%
This Quarter Est. Return
1 Year Est. Return
+20.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.56M
3
+$1.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$689K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$680K

Top Sells

1
+$1.77M
2
+$833K
3
+$398K
4
FDX icon
FedEx
FDX
+$305K
5
CMCSA icon
Comcast
CMCSA
+$285K

Sector Composition

1 Technology 17.45%
2 Consumer Discretionary 5.24%
3 Financials 4.48%
4 Energy 4.36%
5 Communication Services 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45.2K 0.03%
+1,540
177
$44.3K 0.02%
595
178
$44.3K 0.02%
1,100
+600
179
$44.3K 0.02%
516
180
$43.1K 0.02%
695
181
$41.1K 0.02%
305
+1
182
$38.9K 0.02%
1,058
183
$38.8K 0.02%
372
184
$38K 0.02%
300
185
$38K 0.02%
3,500
+1,500
186
$37.9K 0.02%
1,430
+600
187
$37.6K 0.02%
1,410
-1,619
188
$36.7K 0.02%
1,029
-7,993
189
$36.6K 0.02%
1,093
+4
190
$36.2K 0.02%
372
191
$35.6K 0.02%
989
192
$34.8K 0.02%
260
+50
193
$34.6K 0.02%
124
194
$34.2K 0.02%
151
-4
195
$34.2K 0.02%
1,236
196
$33.7K 0.02%
200
197
$33.3K 0.02%
+150
198
$31.4K 0.02%
2,393
+27
199
$30.3K 0.02%
516
-123
200
$30K 0.02%
59
+20
6 7
8
9 10