Portfolio (Quarterly)
Guide ↗
Alta Wealth Advisors LLC
· CIK 0001843826| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 594.0 | $213K | 0.07% | NEW | — | $358.79 | -2.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.7%
Financial Services
19.2%
Healthcare
13.9%
Communication Services
7.8%
Industrials
7.1%
Consumer Cyclical
6.7%
Consumer Defensive
5.2%
Basic Materials
1.2%
Energy
1.1%
Real Estate
0.2%