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
$164M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$876K
3
+$829K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$793K
5
EMC
EMC CORPORATION
EMC
+$776K

Top Sells

1
+$2.6M
2
+$1.06M
3
+$878K
4
IBM icon
IBM
IBM
+$820K
5
LOW icon
Lowe's Companies
LOW
+$723K

Sector Composition

1 Technology 16.55%
2 Consumer Staples 13.89%
3 Healthcare 13.05%
4 Financials 10.43%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$967K 0.59%
13,767
-203
52
$942K 0.57%
26,687
-2,136
53
$936K 0.57%
8,513
-579
54
$934K 0.57%
25,025
-270
55
$909K 0.55%
23,114
-5,474
56
$897K 0.55%
14,979
-3,671
57
$884K 0.54%
15,753
+1,257
58
$879K 0.54%
7,700
-1,900
59
$876K 0.53%
+37,935
60
$860K 0.52%
17,698
-1,650
61
$841K 0.51%
11,167
-280
62
$837K 0.51%
14,310
+90
63
$829K 0.51%
+26,002
64
$822K 0.5%
16,200
+5,600
65
$787K 0.48%
6,611
-398
66
$786K 0.48%
11,396
-1,871
67
$777K 0.47%
13,441
-1,567
68
$776K 0.47%
10,573
-593
69
$765K 0.47%
5,858
-243
70
$718K 0.44%
9,000
+600
71
$543K 0.33%
5,360
+100
72
$541K 0.33%
14,416
+416
73
$539K 0.33%
10,972
+215
74
$519K 0.32%
9,140
+4,310
75
$516K 0.31%
6,102
-1,378
1 2
3
4 5