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
+$432K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$383K
3
+$307K
4
TGT icon
Target
TGT
+$274K
5
MET icon
MetLife
MET
+$260K

Top Sells

1
+$777K
2
+$776K
3
+$445K
4
UNH icon
UnitedHealth
UNH
+$388K
5
JPS
Nuveen Preferred & Income Securities Fund
JPS
+$368K

Sector Composition

1 Technology 17.16%
2 Healthcare 13.63%
3 Consumer Staples 13.07%
4 Financials 10.88%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.44%
113,702
-7,459
27
$2.31M 1.41%
24,791
-327
28
$2.25M 1.37%
31,977
-255
29
$2.2M 1.34%
24,214
+400
30
$2.19M 1.33%
17,686
+295
31
$2.06M 1.25%
145,750
32
$1.97M 1.2%
41,876
+5,530
33
$1.8M 1.1%
34,570
-1,375
34
$1.64M 1%
27,050
+4,522
35
$1.54M 0.94%
55,648
-1,084
36
$1.54M 0.94%
16,434
+222
37
$1.52M 0.93%
14,240
+610
38
$1.42M 0.87%
58,926
+2,581
39
$1.4M 0.85%
17,035
-4,731
40
$1.38M 0.84%
18,490
+45
41
$1.37M 0.83%
33,671
+1,630
42
$1.29M 0.79%
16,675
-797
43
$1.29M 0.78%
42,289
+651
44
$1.26M 0.77%
30,929
-3,376
45
$1.25M 0.76%
18,428
-1,782
46
$1.18M 0.72%
6,433
+250
47
$1.1M 0.67%
24,100
+80
48
$1.09M 0.66%
26,626
+1,238
49
$1M 0.61%
24,925
-100
50
$988K 0.6%
8,813
+300
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2
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