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
$200M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.02M
3
+$705K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$661K
5
AGN
Allergan plc
AGN
+$531K

Top Sells

1
+$1.87M
2
+$516K
3
+$453K
4
CMCSA icon
Comcast
CMCSA
+$307K
5
SE
Spectra Energy Corp Wi
SE
+$271K

Sector Composition

1 Technology 16.98%
2 Healthcare 14.41%
3 Financials 11.76%
4 Consumer Staples 11.5%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$979K 0.49%
8,543
52
$962K 0.48%
8,831
+2,133
53
$955K 0.48%
11,645
+459
54
$909K 0.45%
35,697
+2,625
55
$896K 0.45%
14,777
56
$888K 0.44%
15,479
-183
57
$871K 0.44%
8,005
-17,153
58
$859K 0.43%
34,541
+11,240
59
$843K 0.42%
17,293
+717
60
$842K 0.42%
35,482
+4,975
61
$797K 0.4%
15,676
+3,815
62
$772K 0.39%
14,867
-200
63
$769K 0.38%
9,650
-250
64
$754K 0.38%
18,180
-240
65
$722K 0.36%
6,726
+1,007
66
$712K 0.36%
9,973
-480
67
$671K 0.34%
26,311
+3,595
68
$661K 0.33%
4,028
+43
69
$637K 0.32%
13,319
+29
70
$633K 0.32%
24,313
+694
71
$616K 0.31%
9,897
+3,250
72
$613K 0.31%
24,048
+5,390
73
$600K 0.3%
11,029
-955
74
$589K 0.29%
45,417
75
$512K 0.26%
+2,171
1 2
3
4 5