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
$162M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$722K
3
+$452K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$342K

Top Sells

1
+$1.38M
2
+$438K
3
+$429K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$375K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$348K

Sector Composition

1 Technology 18.49%
2 Healthcare 13.95%
3 Consumer Staples 12.9%
4 Financials 11.63%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.54%
108,680
+2,578
27
$2.4M 1.48%
21,019
+669
28
$2.28M 1.4%
145,750
29
$2.23M 1.38%
25,273
+387
30
$2.21M 1.36%
32,071
+755
31
$2.12M 1.31%
17,885
+172
32
$1.93M 1.19%
34,645
+930
33
$1.93M 1.19%
73,100
+5,716
34
$1.8M 1.11%
17,840
-962
35
$1.75M 1.08%
18,445
+4,758
36
$1.62M 1%
14,705
+2,750
37
$1.59M 0.98%
11,580
-10,051
38
$1.54M 0.95%
13,970
-635
39
$1.46M 0.9%
30,895
+7,215
40
$1.43M 0.88%
22,873
-558
41
$1.25M 0.77%
42,068
+1,918
42
$1.23M 0.76%
60,467
+5,165
43
$986K 0.61%
25,421
-606
44
$976K 0.6%
11,719
-2,606
45
$963K 0.59%
21,719
+2,137
46
$924K 0.57%
10,992
-139
47
$848K 0.52%
15,966
-5,835
48
$785K 0.48%
9,747
+2,080
49
$771K 0.48%
+4,924
50
$761K 0.47%
6,748
-3,800
1
2
3 4 5