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
$201M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$728K
3
+$513K
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K

Top Sells

1
+$1.5M
2
+$1.05M
3
+$360K
4
SLMAP
SLM Corporation PFD STK Ser A 6.97%
SLMAP
+$331K
5
BIIB icon
Biogen
BIIB
+$278K

Sector Composition

1 Technology 16.6%
2 Healthcare 14.7%
3 Financials 11.88%
4 Consumer Staples 11.33%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.43%
265,930
27
$2.56M 1.27%
46,162
-1,986
28
$2.43M 1.21%
20,573
+1,424
29
$2.37M 1.18%
21,726
-1,195
30
$2.32M 1.15%
17,471
+870
31
$2.32M 1.15%
28,813
-325
32
$2.27M 1.13%
25,119
-16,553
33
$2M 0.99%
36,057
+14,196
34
$1.93M 0.96%
35,674
-887
35
$1.91M 0.95%
39,500
+1,460
36
$1.9M 0.94%
18,354
+1,395
37
$1.89M 0.94%
39,598
+3,223
38
$1.86M 0.92%
13,202
+1,979
39
$1.78M 0.89%
22,341
-2,399
40
$1.66M 0.83%
34,298
+3,260
41
$1.65M 0.82%
24,430
+1,628
42
$1.63M 0.81%
10,622
-580
43
$1.59M 0.79%
14,543
+54
44
$1.57M 0.78%
12,582
+229
45
$1.54M 0.77%
118,517
+4,249
46
$1.49M 0.74%
24,981
-2,787
47
$1.46M 0.73%
27,970
-20,026
48
$1.44M 0.72%
45,206
-896
49
$1.13M 0.56%
9,970
+1,427
50
$1.07M 0.53%
24,463
-3,681
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