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
$245M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.54M
3
+$1.36M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$947K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$425K

Top Sells

1
+$884K
2
+$717K
3
+$391K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$367K
5
MET icon
MetLife
MET
+$282K

Sector Composition

1 Technology 15.61%
2 Healthcare 11.4%
3 Consumer Discretionary 10.5%
4 Financials 10.38%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.43%
28,908
+1,468
27
$3.45M 1.41%
83,226
+3,727
28
$3.43M 1.4%
66,929
29
$3.31M 1.35%
60,165
+17,220
30
$3.03M 1.24%
20,554
-380
31
$2.88M 1.17%
+60,971
32
$2.61M 1.07%
49,981
+4,040
33
$2.58M 1.05%
10,361
-80
34
$2.48M 1.01%
33,153
+1,118
35
$2.27M 0.93%
47,801
+709
36
$2.24M 0.91%
22,413
37
$2.19M 0.89%
33,368
+675
38
$2.13M 0.87%
22,124
+869
39
$2.03M 0.83%
42,308
40
$1.96M 0.8%
38,861
-96
41
$1.87M 0.76%
14,656
+636
42
$1.71M 0.7%
69,375
-5,277
43
$1.68M 0.69%
12,599
-5,368
44
$1.68M 0.69%
14,039
-360
45
$1.5M 0.61%
26,704
+802
46
$1.44M 0.59%
6,280
+887
47
$1.41M 0.57%
16,285
+5
48
$1.34M 0.55%
10,213
-50
49
$1.3M 0.53%
19,698
-150
50
$1.29M 0.53%
53,991
+13,603
1
2
3 4 5