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
$236M
AUM Growth
-$484K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.13M
3
+$1M
4
APTV icon
Aptiv
APTV
+$840K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$794K

Top Sells

1
+$2.35M
2
+$1.06M
3
+$502K
4
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$443K
5
BGR icon
BlackRock Energy and Resources Trust
BGR
+$390K

Sector Composition

1 Technology 17.25%
2 Healthcare 12.66%
3 Financials 11.99%
4 Consumer Staples 10.63%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.6%
18,433
+1,122
52
$1.42M 0.6%
27,170
-3,459
53
$1.32M 0.56%
27,539
-255
54
$1.28M 0.54%
20,531
+466
55
$1.27M 0.54%
11,125
+955
56
$1.22M 0.52%
20,618
-1,271
57
$1.2M 0.51%
47,013
+4,570
58
$1.2M 0.51%
62,141
+9,335
59
$1.18M 0.5%
42,779
+2,195
60
$1.17M 0.49%
10,263
-104
61
$1.13M 0.48%
44,137
+6,989
62
$1.01M 0.43%
5,942
-97
63
$986K 0.42%
38,154
+4,982
64
$980K 0.41%
27,495
-10,000
65
$974K 0.41%
21,610
+3,362
66
$973K 0.41%
18,713
-326
67
$970K 0.41%
23,748
68
$955K 0.4%
6,151
-413
69
$918K 0.39%
16,887
+1,643
70
$891K 0.38%
33,091
+2,652
71
$881K 0.37%
3,638
+576
72
$874K 0.37%
11,314
73
$836K 0.35%
32,970
+12,295
74
$835K 0.35%
13,921
-367
75
$835K 0.35%
10,650
+1,600
1 2
3
4 5