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
$395M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$981K
3
+$728K
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$580K
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$569K

Top Sells

1
+$2.45M
2
+$916K
3
+$853K
4
UL icon
Unilever
UL
+$838K
5
COF.PRF
Capital One Financial Corporation
COF.PRF
+$385K

Sector Composition

1 Technology 15.74%
2 Consumer Discretionary 10.49%
3 Consumer Staples 9.01%
4 Financials 8.35%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.77M 1.21%
26,762
+82
27
$4.6M 1.17%
12,888
+219
28
$4.35M 1.1%
94,560
-940
29
$4.01M 1.02%
28,797
-281
30
$3.92M 0.99%
18,133
-365
31
$3.9M 0.99%
11,351
+55
32
$3.63M 0.92%
82,920
+4,630
33
$3.31M 0.84%
18,551
+154
34
$2.98M 0.76%
19,690
-146
35
$2.96M 0.75%
16,745
-631
36
$2.87M 0.73%
41,065
+1,047
37
$2.74M 0.69%
45,403
-13,879
38
$2.66M 0.68%
13,686
+338
39
$2.52M 0.64%
40,950
+6,350
40
$2.4M 0.61%
38,760
-39,460
41
$2.38M 0.6%
18,265
-977
42
$2.32M 0.59%
40,981
-134
43
$2.25M 0.57%
32,420
+1,300
44
$2.23M 0.56%
24,229
-733
45
$2.04M 0.52%
40,508
46
$1.9M 0.48%
24,588
47
$1.88M 0.48%
5,364
-767
48
$1.8M 0.46%
30,686
+971
49
$1.76M 0.45%
33,799
50
$1.76M 0.45%
3,769
-128
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2
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