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
$155M
AUM Growth
-$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$370K
3
+$308K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$268K
5
GLD icon
SPDR Gold Trust
GLD
+$227K

Top Sells

1
+$1.47M
2
+$865K
3
+$580K
4
JNJ icon
Johnson & Johnson
JNJ
+$512K
5
IBM icon
IBM
IBM
+$441K

Sector Composition

1 Technology 17.74%
2 Healthcare 13.55%
3 Consumer Staples 12.32%
4 Financials 11.36%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.54%
49,872
+920
27
$2.37M 1.52%
20,350
+1,950
28
$2.32M 1.5%
37,046
+4,921
29
$2.05M 1.32%
106,102
-1,870
30
$2.04M 1.31%
24,886
+825
31
$1.97M 1.27%
67,384
+6,257
32
$1.92M 1.24%
17,713
-15
33
$1.88M 1.21%
33,715
-945
34
$1.79M 1.15%
145,750
35
$1.62M 1.04%
18,802
+160
36
$1.6M 1.03%
14,605
-745
37
$1.41M 0.91%
23,431
+9,560
38
$1.32M 0.85%
55,302
+4,773
39
$1.3M 0.84%
11,955
+300
40
$1.18M 0.76%
10,548
+1,630
41
$1.13M 0.73%
40,150
-2,284
42
$1.11M 0.72%
23,680
+660
43
$1.1M 0.71%
21,801
-29,122
44
$1.09M 0.7%
13,687
-1,655
45
$1.08M 0.7%
26,027
-524
46
$1.04M 0.67%
14,325
-1,583
47
$859K 0.55%
17,450
-1,000
48
$832K 0.54%
11,131
49
$782K 0.5%
20,616
-1,975
50
$767K 0.49%
9,600
+200
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