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
$364M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.6M
3
+$1.45M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.14M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$605K

Top Sells

1
+$3.65M
2
+$1.22M
3
+$807K
4
AMZN icon
Amazon
AMZN
+$674K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 11.01%
3 Consumer Staples 9.48%
4 Healthcare 8%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 1.28%
48,419
+348
27
$4.28M 1.18%
12,669
-4
28
$4.13M 1.14%
78,220
-2,886
29
$4.04M 1.11%
29,078
-1,293
30
$3.7M 1.02%
18,498
-666
31
$3.66M 1.01%
59,282
-566
32
$3.54M 0.97%
95,500
+1,255
33
$3.48M 0.96%
11,296
-588
34
$2.98M 0.82%
18,397
-1,422
35
$2.85M 0.78%
78,290
+8,010
36
$2.73M 0.75%
17,376
-558
37
$2.69M 0.74%
19,836
-816
38
$2.27M 0.63%
13,348
-1,155
39
$2.19M 0.6%
31,120
-50
40
$2.16M 0.59%
40,018
-793
41
$2.15M 0.59%
34,600
+920
42
$1.91M 0.53%
6,131
-783
43
$1.91M 0.52%
90,674
-15,593
44
$1.78M 0.49%
41,115
+528
45
$1.77M 0.49%
29,715
+1,828
46
$1.76M 0.49%
19,242
-654
47
$1.75M 0.48%
24,962
+2,119
48
$1.73M 0.48%
33,799
-5,177
49
$1.72M 0.47%
3,897
-87
50
$1.71M 0.47%
24,588
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