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
$459M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.46M
3
+$1.87M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$488K
5
BND icon
Vanguard Total Bond Market
BND
+$456K

Top Sells

1
+$1.21M
2
+$388K
3
+$270K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$252K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$235K

Sector Composition

1 Technology 15.24%
2 Consumer Discretionary 10.44%
3 Financials 8.71%
4 Consumer Staples 7.97%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 1.06%
90,080
-4,690
27
$4.8M 1.05%
13,147
+141
28
$4.38M 0.96%
91,900
+7,650
29
$4.28M 0.93%
10,881
-458
30
$4.24M 0.92%
75,550
-2,791
31
$4.12M 0.9%
24,889
+847
32
$3.96M 0.86%
19,209
+1,012
33
$3.88M 0.85%
18,953
+936
34
$3.75M 0.82%
27,807
-369
35
$3.67M 0.8%
15,164
-697
36
$3.51M 0.77%
11,914
+1,026
37
$3.49M 0.76%
21,339
+1,723
38
$3.34M 0.73%
42,777
+1,463
39
$2.98M 0.65%
13,376
-260
40
$2.9M 0.63%
40,331
+1,426
41
$2.58M 0.56%
22,869
-1,296
42
$2.55M 0.56%
40,508
43
$2.49M 0.54%
40,490
-360
44
$2.44M 0.53%
36,423
+1,928
45
$2.31M 0.5%
39,493
-1,971
46
$2.07M 0.45%
5,172
-72
47
$1.97M 0.43%
55,965
+10,135
48
$1.93M 0.42%
19,503
+2,500
49
$1.9M 0.41%
3,769
+30
50
$1.77M 0.39%
26,050
-3,470
1
2
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