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
$170M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.88M
3
+$1.37M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$798K
5
AGN
Allergan Inc
AGN
+$503K

Top Sells

1
+$2.07M
2
+$1.03M
3
+$777K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$539K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$531K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.76%
3 Consumer Staples 12.41%
4 Financials 11.34%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1.56%
33,184
-1,572
27
$2.42M 1.43%
94,195
-7,727
28
$2.32M 1.37%
46,455
+3,454
29
$2.29M 1.35%
47,784
+2,113
30
$2.18M 1.29%
18,539
+1,102
31
$2.03M 1.2%
26,670
+685
32
$1.99M 1.17%
30,134
+1,973
33
$1.78M 1.05%
17,597
-2,590
34
$1.73M 1.02%
37,101
+3,293
35
$1.67M 0.98%
15,050
+440
36
$1.54M 0.91%
19,730
+136
37
$1.52M 0.9%
14,100
-1,233
38
$1.49M 0.88%
34,505
+2,710
39
$1.39M 0.82%
13,281
+3,060
40
$1.37M 0.81%
+6,965
41
$1.33M 0.78%
19,676
+6,232
42
$1.19M 0.7%
95,199
+77
43
$1.11M 0.65%
36,113
-2,498
44
$1.06M 0.62%
20,935
-530
45
$1.04M 0.61%
27,167
-26,987
46
$889K 0.52%
21,780
-2,498
47
$863K 0.51%
10,924
+800
48
$848K 0.5%
10,015
49
$821K 0.48%
16,283
-3,672
50
$811K 0.48%
14,061
1
2
3 4 5