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
$164M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$712K
3 +$532K
4
NVDA icon
NVIDIA
NVDA
+$353K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$347K

Top Sells

1 +$611K
2 +$576K
3 +$529K
4
MSFT icon
Microsoft
MSFT
+$265K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$223K

Sector Composition

1 Technology 17.35%
2 Consumer Discretionary 5.06%
3 Energy 4.91%
4 Healthcare 4.28%
5 Financials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$26K 0.02%
492
-130
202
$25.1K 0.02%
180
203
$24.1K 0.01%
74
204
$23.7K 0.01%
100
205
$23.3K 0.01%
242
206
$23.3K 0.01%
1,000
207
$22.8K 0.01%
300
208
$22.6K 0.01%
153
-3
209
$22.2K 0.01%
500
210
$21.1K 0.01%
2,000
211
$20.8K 0.01%
200
212
$19.9K 0.01%
+35
213
$19.7K 0.01%
201
214
$19.7K 0.01%
885
-2,424
215
$19.6K 0.01%
400
216
$18.6K 0.01%
21
217
$18.5K 0.01%
168
218
$18.3K 0.01%
255
219
$18.2K 0.01%
369
-129
220
$18K 0.01%
361
+218
221
$17.6K 0.01%
1,019
222
$16.1K 0.01%
154
223
$15.5K 0.01%
200
224
$15.2K 0.01%
282
-797
225
$15.2K 0.01%
400