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
$201M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$728K
3
+$513K
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K

Top Sells

1
+$1.5M
2
+$1.05M
3
+$360K
4
SLMAP
SLM Corporation PFD STK Ser A 6.97%
SLMAP
+$331K
5
BIIB icon
Biogen
BIIB
+$278K

Sector Composition

1 Technology 16.6%
2 Healthcare 14.7%
3 Financials 11.88%
4 Consumer Staples 11.33%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.51%
9,232
+401
52
$977K 0.49%
37,697
+2,000
53
$946K 0.47%
11,313
-332
54
$939K 0.47%
9,165
-550
55
$930K 0.46%
15,202
+425
56
$920K 0.46%
38,841
+4,300
57
$919K 0.46%
37,232
+1,750
58
$833K 0.41%
6,738
-1,267
59
$805K 0.4%
15,800
+124
60
$763K 0.38%
17,082
-211
61
$751K 0.37%
16,520
-1,660
62
$744K 0.37%
9,985
+12
63
$725K 0.36%
28,411
+2,100
64
$724K 0.36%
9,050
-600
65
$719K 0.36%
13,020
-2,459
66
$703K 0.35%
27,148
+3,100
67
$692K 0.34%
13,824
+505
68
$690K 0.34%
13,701
-1,166
69
$670K 0.33%
25,092
+779
70
$666K 0.33%
3,869
-159
71
$663K 0.33%
6,355
-371
72
$645K 0.32%
9,897
73
$625K 0.31%
46,917
+1,500
74
$587K 0.29%
13,091
+1,130
75
$577K 0.29%
2,600
+1,430
1 2
3
4 5