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
$185M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$516K
3
+$259K
4
RAI
Reynolds American Inc
RAI
+$233K
5
BAC icon
Bank of America
BAC
+$224K

Top Sells

1
+$758K
2
+$423K
3
+$310K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$284K
5
DLTR icon
Dollar Tree
DLTR
+$265K

Sector Composition

1 Technology 16.99%
2 Healthcare 14.09%
3 Financials 12.47%
4 Consumer Staples 11.99%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.49%
49,946
-13,760
27
$2.66M 1.44%
37,359
-357
28
$2.59M 1.4%
25,158
-813
29
$2.33M 1.26%
22,421
+55
30
$2.25M 1.22%
28,520
-244
31
$2.18M 1.18%
15,523
+627
32
$2.06M 1.12%
28,349
-2,138
33
$2M 1.09%
18,292
-2,050
34
$1.89M 1.02%
23,779
-3,898
35
$1.72M 0.93%
30,816
-2,043
36
$1.65M 0.89%
113,981
-3,798
37
$1.62M 0.88%
32,304
-2,710
38
$1.55M 0.84%
13,194
+417
39
$1.53M 0.83%
14,139
-1,414
40
$1.47M 0.8%
36,171
-137
41
$1.35M 0.73%
11,713
+1,153
42
$1.34M 0.73%
19,629
+1,399
43
$1.24M 0.67%
14,037
+1,818
44
$1.13M 0.61%
23,514
45
$1.09M 0.59%
29,200
+1,040
46
$1.03M 0.56%
22,268
-6,118
47
$1.02M 0.55%
15,662
-855
48
$1M 0.54%
9,755
49
$976K 0.53%
31,682
-889
50
$967K 0.52%
8,543
+201
1
2
3 4 5