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
$200M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.02M
3
+$705K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$661K
5
AGN
Allergan plc
AGN
+$531K

Top Sells

1
+$1.87M
2
+$516K
3
+$453K
4
CMCSA icon
Comcast
CMCSA
+$307K
5
SE
Spectra Energy Corp Wi
SE
+$271K

Sector Composition

1 Technology 16.98%
2 Healthcare 14.41%
3 Financials 11.76%
4 Consumer Staples 11.5%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.52%
36,982
-377
27
$2.79M 1.4%
18,820
+3,297
28
$2.68M 1.34%
48,148
-1,798
29
$2.65M 1.33%
47,996
+71
30
$2.43M 1.21%
22,921
+500
31
$2.29M 1.14%
29,138
+618
32
$2.27M 1.14%
19,149
+857
33
$2.08M 1.04%
16,601
+3,407
34
$1.97M 0.99%
24,740
+961
35
$1.8M 0.9%
36,561
+390
36
$1.71M 0.85%
36,375
+14,107
37
$1.69M 0.84%
38,040
+8,840
38
$1.66M 0.83%
27,768
-3,048
39
$1.66M 0.83%
16,959
+2,922
40
$1.65M 0.82%
11,202
+6,958
41
$1.57M 0.79%
14,489
+350
42
$1.57M 0.79%
114,268
+287
43
$1.51M 0.76%
22,802
+3,173
44
$1.5M 0.75%
31,038
+7,524
45
$1.5M 0.75%
12,353
+640
46
$1.5M 0.75%
46,102
+14,420
47
$1.49M 0.75%
11,223
+5,309
48
$1.4M 0.7%
28,144
-4,160
49
$1.29M 0.65%
21,861
+8,659
50
$995K 0.5%
9,715
-40
1
2
3 4 5