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
$410M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.99M
3
+$752K
4
ALSN icon
Allison Transmission
ALSN
+$634K
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$405K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$620K
4
GLD icon
SPDR Gold Trust
GLD
+$435K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 11.16%
3 Financials 9.03%
4 Consumer Staples 8.34%
5 Healthcare 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 1.18%
133,820
+1,432
27
$4.63M 1.13%
13,006
+118
28
$4.13M 1.01%
11,339
-12
29
$3.91M 0.95%
84,250
+1,330
30
$3.9M 0.95%
18,197
+64
31
$3.85M 0.94%
24,042
-2,720
32
$3.82M 0.93%
28,176
-621
33
$3.6M 0.88%
18,017
-534
34
$3.14M 0.77%
15,861
-884
35
$3.01M 0.73%
10,888
+7,206
36
$2.96M 0.72%
41,314
+333
37
$2.95M 0.72%
19,616
-74
38
$2.82M 0.69%
13,636
-50
39
$2.62M 0.64%
24,165
-64
40
$2.52M 0.62%
40,508
41
$2.51M 0.61%
40,850
-100
42
$2.44M 0.6%
38,905
-2,160
43
$2.31M 0.56%
41,464
-3,939
44
$2.28M 0.56%
16,554
-1,711
45
$2.22M 0.54%
34,495
-4,265
46
$1.99M 0.48%
29,520
-2,900
47
$1.95M 0.48%
5,244
-120
48
$1.76M 0.43%
23,310
-1,278
49
$1.73M 0.42%
33,799
50
$1.72M 0.42%
29,641
-1,045
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