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
$163M
AUM Growth
+$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.06M
3
+$529K
4
ROP icon
Roper Technologies
ROP
+$489K
5
JWN
Nordstrom
JWN
+$453K

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.01M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$634K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$573K

Sector Composition

1 Technology 18.84%
2 Healthcare 14.88%
3 Consumer Staples 12.28%
4 Financials 11.72%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$788K 0.48%
14,136
-900
52
$754K 0.46%
9,476
-200
53
$745K 0.46%
11,903
-865
54
$721K 0.44%
6,438
-230
55
$712K 0.44%
15,350
-13,678
56
$676K 0.42%
12,518
-400
57
$635K 0.39%
7,400
+600
58
$624K 0.38%
7,011
-13
59
$616K 0.38%
6,383
+300
60
$615K 0.38%
4,009
-140
61
$610K 0.37%
13,078
+1,073
62
$604K 0.37%
16,743
-1,447
63
$603K 0.37%
1,493
-7
64
$592K 0.36%
12,194
+44
65
$587K 0.36%
5,075
-60
66
$577K 0.35%
19,184
+992
67
$571K 0.35%
5,645
68
$556K 0.34%
4,749
69
$554K 0.34%
11,324
+2,713
70
$529K 0.33%
+10,903
71
$527K 0.32%
41,517
+6,500
72
$510K 0.31%
6,296
73
$509K 0.31%
3,765
74
$509K 0.31%
20,089
+808
75
$498K 0.31%
7,485
+800
1 2
3
4 5