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
$236M
AUM Growth
-$484K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.13M
3
+$1M
4
APTV icon
Aptiv
APTV
+$840K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$794K

Top Sells

1
+$2.35M
2
+$1.06M
3
+$502K
4
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$443K
5
BGR icon
BlackRock Energy and Resources Trust
BGR
+$390K

Sector Composition

1 Technology 17.25%
2 Healthcare 12.66%
3 Financials 11.99%
4 Consumer Staples 10.63%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 1.33%
248,800
-16,775
27
$2.96M 1.25%
17,570
+1,904
28
$2.84M 1.2%
20,734
+1,853
29
$2.71M 1.15%
80,442
+459
30
$2.51M 1.06%
11,749
-871
31
$2.35M 0.99%
21,908
-1,026
32
$2.3M 0.97%
21,570
+2,540
33
$2.23M 0.94%
15,836
+335
34
$2.18M 0.92%
14,216
+464
35
$2.12M 0.9%
45,082
-4,136
36
$2.11M 0.89%
70,428
+24,804
37
$2.09M 0.88%
37,608
+2,727
38
$2M 0.85%
39,256
+19,703
39
$1.95M 0.82%
22,813
+954
40
$1.92M 0.81%
40,128
+4,089
41
$1.87M 0.79%
13,769
+751
42
$1.82M 0.77%
29,223
+2,638
43
$1.65M 0.7%
24,125
+603
44
$1.64M 0.69%
20,841
+700
45
$1.55M 0.66%
18,228
+9,887
46
$1.53M 0.65%
13,513
+2,600
47
$1.49M 0.63%
22,994
-1,440
48
$1.47M 0.62%
14,800
+667
49
$1.47M 0.62%
+10,594
50
$1.47M 0.62%
21,130
+106
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