AWM

Altavista Wealth Management Portfolio holdings

AUM $496M
1-Year Est. Return 20.88%
This Quarter Est. Return
1 Year Est. Return
+20.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$876K
3
+$829K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$793K
5
EMC
EMC CORPORATION
EMC
+$776K

Top Sells

1
+$2.6M
2
+$1.06M
3
+$878K
4
IBM icon
IBM
IBM
+$820K
5
LOW icon
Lowe's Companies
LOW
+$723K

Sector Composition

1 Technology 16.55%
2 Consumer Staples 13.89%
3 Healthcare 13.05%
4 Financials 10.43%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 1.42%
13,850
-580
27
$2.28M 1.39%
32,232
-1,065
28
$2.26M 1.38%
145,750
-690
29
$2.17M 1.33%
23,814
-375
30
$2.16M 1.32%
121,161
-469
31
$2.02M 1.23%
17,391
-70
32
$1.76M 1.08%
36,346
+753
33
$1.68M 1.02%
35,945
-1,505
34
$1.64M 1%
21,766
-785
35
$1.58M 0.97%
56,732
+1,646
36
$1.46M 0.89%
20,210
-12,182
37
$1.44M 0.88%
22,528
+6,712
38
$1.41M 0.86%
13,630
+7,645
39
$1.38M 0.84%
16,212
+2,384
40
$1.37M 0.84%
56,345
-766
41
$1.33M 0.81%
17,472
-373
42
$1.32M 0.81%
18,445
+2,748
43
$1.32M 0.8%
32,041
+10,048
44
$1.31M 0.8%
34,305
+293
45
$1.21M 0.74%
41,638
-759
46
$1.17M 0.71%
31,601
-28,552
47
$1.11M 0.68%
6,183
-4,571
48
$1.06M 0.65%
25,388
+680
49
$1.06M 0.65%
24,020
+3,502
50
$976K 0.6%
8,557
-559
1
2
3 4 5