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
$170M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.88M
3
+$1.37M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$798K
5
AGN
Allergan Inc
AGN
+$503K

Top Sells

1
+$2.07M
2
+$1.03M
3
+$777K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$539K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$531K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.76%
3 Consumer Staples 12.41%
4 Financials 11.34%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$798K 0.47%
+7,655
52
$787K 0.46%
11,029
+60
53
$775K 0.46%
12,180
-1,138
54
$726K 0.43%
15,143
-305
55
$726K 0.43%
15,707
+1,114
56
$717K 0.42%
6,539
+100
57
$707K 0.42%
17,243
-100
58
$694K 0.41%
13,913
-762
59
$684K 0.4%
10,940
-778
60
$631K 0.37%
16,680
-1,000
61
$626K 0.37%
3,855
-79
62
$624K 0.37%
10,721
+250
63
$580K 0.34%
6,176
-306
64
$579K 0.34%
44,217
+1,500
65
$570K 0.34%
3,532
-203
66
$565K 0.33%
11,856
-559
67
$561K 0.33%
4,238
-254
68
$541K 0.32%
19,176
+124
69
$523K 0.31%
4,370
-515
70
$517K 0.3%
5,752
-145
71
$502K 0.3%
7,294
+4
72
$500K 0.29%
5,675
73
$497K 0.29%
14,006
-658
74
$479K 0.28%
4,730
+1
75
$479K 0.28%
13,111
-2,630
1 2
3
4 5