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
$163M
AUM Growth
+$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.06M
3
+$529K
4
ROP icon
Roper Technologies
ROP
+$489K
5
JWN
Nordstrom
JWN
+$453K

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.01M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$634K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$573K

Sector Composition

1 Technology 18.84%
2 Healthcare 14.88%
3 Consumer Staples 12.28%
4 Financials 11.72%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.6%
15,096
+2,837
27
$2.52M 1.55%
24,034
+3,765
28
$2.52M 1.55%
25,970
+630
29
$2.5M 1.53%
39,876
+752
30
$2.46M 1.51%
44,341
+1,300
31
$2.25M 1.38%
113,831
+5,701
32
$2.22M 1.36%
36,124
+1,540
33
$2.21M 1.36%
34,362
+267
34
$2.11M 1.29%
78,780
+4,497
35
$2.09M 1.28%
17,123
-596
36
$1.88M 1.15%
27,716
+3,145
37
$1.72M 1.06%
18,072
+425
38
$1.58M 0.97%
14,610
-210
39
$1.49M 0.92%
13,735
-1,540
40
$1.29M 0.79%
71,650
+6,290
41
$1.27M 0.78%
39,951
+139
42
$1.21M 0.74%
28,195
+6,030
43
$1.15M 0.71%
14,846
+1,333
44
$1.06M 0.65%
+21,020
45
$1.01M 0.62%
25,080
-6,090
46
$1.01M 0.62%
7,233
-1,340
47
$904K 0.56%
22,442
-298
48
$852K 0.52%
10,615
-775
49
$846K 0.52%
13,318
50
$788K 0.48%
11,157
+280
1
2
3 4 5