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
$155M
AUM Growth
-$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$370K
3
+$308K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$268K
5
GLD icon
SPDR Gold Trust
GLD
+$227K

Top Sells

1
+$1.47M
2
+$865K
3
+$580K
4
JNJ icon
Johnson & Johnson
JNJ
+$512K
5
IBM icon
IBM
IBM
+$441K

Sector Composition

1 Technology 17.74%
2 Healthcare 13.55%
3 Consumer Staples 12.32%
4 Financials 11.36%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.48%
19,582
-2,761
52
$749K 0.48%
12,266
+731
53
$725K 0.47%
6,079
+20
54
$722K 0.47%
3,977
-2,430
55
$719K 0.46%
19,325
-5,100
56
$714K 0.46%
7,045
+200
57
$706K 0.45%
7,667
+2,417
58
$698K 0.45%
4,970
-50
59
$651K 0.42%
15,607
-171
60
$615K 0.4%
12,309
-268
61
$597K 0.38%
12,982
-2,243
62
$591K 0.38%
5,000
-400
63
$540K 0.35%
42,058
+6,849
64
$512K 0.33%
6,475
-275
65
$475K 0.31%
12,000
-2,000
66
$471K 0.3%
4,966
-1,460
67
$460K 0.3%
10,314
-4,210
68
$445K 0.29%
1,344
-340
69
$444K 0.29%
6,919
-1,541
70
$436K 0.28%
5,695
-11,300
71
$424K 0.27%
5,999
-1,793
72
$398K 0.26%
7,771
73
$394K 0.25%
8,587
-86
74
$385K 0.25%
16,145
-7,035
75
$378K 0.24%
5,467
1 2
3
4 5