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
$250M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$938K
3
+$472K
4
NOC icon
Northrop Grumman
NOC
+$450K
5
IAU icon
iShares Gold Trust
IAU
+$325K

Top Sells

1
+$410K
2
+$330K
3
+$287K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$280K
5
WFC icon
Wells Fargo
WFC
+$272K

Sector Composition

1 Technology 16.66%
2 Healthcare 11.97%
3 Consumer Discretionary 10.76%
4 Financials 10.7%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 1.36%
123,421
+1,525
27
$3.23M 1.29%
27,216
+708
28
$3M 1.2%
21,389
+655
29
$2.92M 1.17%
17,496
-74
30
$2.76M 1.11%
80,186
-256
31
$2.69M 1.08%
10,976
-773
32
$2.39M 0.96%
22,313
-500
33
$2.38M 0.96%
22,431
+523
34
$2.35M 0.94%
21,387
-183
35
$2.26M 0.91%
16,975
+1,139
36
$2.21M 0.89%
46,900
+1,818
37
$2.12M 0.85%
75,062
+4,634
38
$2.04M 0.82%
31,763
+2,540
39
$2.03M 0.81%
36,673
-935
40
$2.02M 0.81%
42,181
+2,053
41
$2.02M 0.81%
14,392
+623
42
$1.99M 0.8%
38,957
-299
43
$1.96M 0.79%
14,791
+575
44
$1.82M 0.73%
19,912
+1,684
45
$1.6M 0.64%
23,095
-1,030
46
$1.6M 0.64%
14,150
+637
47
$1.53M 0.61%
20,068
-1,062
48
$1.49M 0.6%
19,051
-1,790
49
$1.48M 0.59%
12,078
+1,484
50
$1.42M 0.57%
11,265
+140
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2
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