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
$312M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$751K
3
+$411K
4
AVGO icon
Broadcom
AVGO
+$386K
5
DD icon
DuPont de Nemours
DD
+$380K

Top Sells

1
+$3.81M
2
+$1.34M
3
+$566K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$513K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$488K

Sector Composition

1 Technology 14.84%
2 Consumer Discretionary 10.37%
3 Financials 9.35%
4 Consumer Staples 9.32%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 1.44%
21,678
-165
27
$4.38M 1.4%
25,884
-781
28
$4.31M 1.38%
66,929
29
$3.88M 1.24%
116,721
+1,238
30
$3.88M 1.24%
19,639
-211
31
$3.78M 1.21%
73,525
+7,197
32
$3.28M 1.05%
52,964
-169
33
$3.15M 1.01%
41,078
-17,453
34
$3.11M 1%
36,303
+1,778
35
$2.53M 0.81%
17,474
+1,118
36
$2.45M 0.78%
22,423
+128
37
$2.43M 0.78%
19,989
-24
38
$2.29M 0.73%
15,227
-24
39
$2.25M 0.72%
9,234
-391
40
$2.19M 0.7%
42,896
+1,461
41
$2.14M 0.69%
8,104
+1,089
42
$1.85M 0.59%
63,745
+153
43
$1.84M 0.59%
36,979
-10,309
44
$1.73M 0.55%
19,995
-799
45
$1.72M 0.55%
6,385
+176
46
$1.61M 0.52%
9,753
-160
47
$1.56M 0.5%
31,850
-9,966
48
$1.48M 0.48%
18,364
+46
49
$1.48M 0.47%
24,280
+1,350
50
$1.47M 0.47%
16,651
+367
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