Portfolio (Quarterly)
Guide ↗
Altura Wealth Advisors Inc.
· CIK 0001931465| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | IYM | ISHARES TR | — | 1,241.0 | $223K | 0.07% | NEW | — | $179.52 | +5.5% |
| 82 | EXEL | EXELIXIS INC | Healthcare | 4,092.0 | $223K | 0.07% | NEW | — | $54.41 | +4.6% |
| 83 | UPRO | PROSHARES TR | — | 1,524.0 | $216K | 0.07% | NEW | — | $141.79 | +3.8% |
| 84 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 404.0 | $211K | 0.07% | NEW | — | $523.03 | +0.9% |
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
44.1%
Communication Services
19.4%
Financial Services
11.5%
Healthcare
11.4%
Consumer Cyclical
7.8%
Real Estate
2.6%
Consumer Defensive
1.6%
Industrials
1.5%
Energy
0.2%