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
201
$25.1K 0.02%
416
-2,800
202
$25.1K 0.02%
+896
203
$24.2K 0.02%
+498
204
$23.8K 0.02%
+180
205
$23.7K 0.02%
+72
206
$23K 0.01%
+134
207
$21.4K 0.01%
+242
208
$21.1K 0.01%
+100
209
$21K 0.01%
+300
210
$20.7K 0.01%
+69
211
$20.5K 0.01%
+74
212
$20.1K 0.01%
+156
213
$20K 0.01%
+1,000
214
$19.3K 0.01%
+200
215
$19.1K 0.01%
+500
216
$18.3K 0.01%
+201
217
$18.1K 0.01%
+400
218
$17K 0.01%
+255
219
$16.8K 0.01%
+168
220
$16.1K 0.01%
+1,019
221
$15.6K 0.01%
+133
222
$15.5K 0.01%
+500
223
$15.4K 0.01%
+21
224
$15K 0.01%
+154
225
$14.8K 0.01%
+550