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
$162M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$722K
3
+$452K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$342K

Top Sells

1
+$1.38M
2
+$438K
3
+$429K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$375K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$348K

Sector Composition

1 Technology 18.49%
2 Healthcare 13.95%
3 Consumer Staples 12.9%
4 Financials 11.63%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.46%
9,376
-224
52
$741K 0.46%
19,170
-155
53
$733K 0.45%
18,390
-2,226
54
$722K 0.45%
+18,055
55
$715K 0.44%
11,997
-269
56
$695K 0.43%
13,318
+336
57
$674K 0.42%
5,983
-96
58
$673K 0.41%
14,341
+2,032
59
$663K 0.41%
4,149
-821
60
$653K 0.4%
5,750
+784
61
$581K 0.36%
6,859
+860
62
$573K 0.35%
12,068
+1,754
63
$571K 0.35%
5,645
-1,400
64
$554K 0.34%
14,010
-1,597
65
$548K 0.34%
11,750
-5,700
66
$530K 0.33%
1,550
+206
67
$522K 0.32%
6,650
+175
68
$501K 0.31%
3,235
-742
69
$500K 0.31%
3,530
+597
70
$499K 0.31%
14,682
+2,884
71
$498K 0.31%
4,155
-845
72
$484K 0.3%
6,544
+1,298
73
$474K 0.29%
6,546
+1,152
74
$469K 0.29%
19,840
+3,695
75
$465K 0.29%
6,214
+1,156
1 2
3
4 5