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
$185M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$516K
3
+$259K
4
RAI
Reynolds American Inc
RAI
+$233K
5
BAC icon
Bank of America
BAC
+$224K

Top Sells

1
+$758K
2
+$423K
3
+$310K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$284K
5
DLTR icon
Dollar Tree
DLTR
+$265K

Sector Composition

1 Technology 16.99%
2 Healthcare 14.09%
3 Financials 12.47%
4 Consumer Staples 11.99%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$885K 0.48%
16,576
-270
52
$868K 0.47%
11,186
+49
53
$834K 0.45%
15,067
+1
54
$830K 0.45%
14,777
55
$828K 0.45%
33,072
+237
56
$815K 0.44%
13,202
-59
57
$786K 0.43%
9,900
-200
58
$725K 0.39%
6,698
59
$711K 0.39%
18,420
-1,020
60
$709K 0.38%
+30,507
61
$707K 0.38%
10,453
-431
62
$700K 0.38%
11,984
-739
63
$678K 0.37%
5,914
+121
64
$673K 0.36%
5,719
+61
65
$606K 0.33%
23,619
+1,206
66
$602K 0.33%
11,861
-3,625
67
$601K 0.33%
8,437
-929
68
$587K 0.32%
13,290
-68
69
$587K 0.32%
45,417
-500
70
$583K 0.32%
3,985
+10
71
$570K 0.31%
22,716
+1,100
72
$569K 0.31%
4,244
+2
73
$556K 0.3%
16,106
-2,996
74
$516K 0.28%
+22,882
75
$494K 0.27%
23,301
+2,800
1 2
3
4 5