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
+$432K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$383K
3
+$307K
4
TGT icon
Target
TGT
+$274K
5
MET icon
MetLife
MET
+$260K

Top Sells

1
+$777K
2
+$776K
3
+$445K
4
UNH icon
UnitedHealth
UNH
+$388K
5
JPS
Nuveen Preferred & Income Securities Fund
JPS
+$368K

Sector Composition

1 Technology 17.16%
2 Healthcare 13.63%
3 Consumer Staples 13.07%
4 Financials 10.88%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$987K 0.6%
27,311
-4,290
52
$921K 0.56%
18,300
+2,100
53
$877K 0.53%
14,438
+128
54
$867K 0.53%
25,081
-1,606
55
$832K 0.51%
11,079
-2,688
56
$830K 0.51%
7,100
-600
57
$830K 0.51%
22,466
-648
58
$817K 0.5%
11,472
+76
59
$803K 0.49%
12,220
-2,759
60
$800K 0.49%
10,000
+1,000
61
$788K 0.48%
33,903
-4,032
62
$770K 0.47%
2,518
+784
63
$759K 0.46%
16,719
-979
64
$749K 0.46%
24,712
-1,290
65
$739K 0.45%
6,620
+9
66
$737K 0.45%
11,019
-148
67
$733K 0.45%
10,498
+4,396
68
$691K 0.42%
5,809
-49
69
$666K 0.41%
9,398
+3,555
70
$624K 0.38%
6,160
+800
71
$617K 0.38%
12,962
+1,990
72
$611K 0.37%
10,750
+1,610
73
$610K 0.37%
4,947
-3,610
74
$542K 0.33%
14,000
-416
75
$516K 0.31%
7,674
1 2
3
4 5