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
$250M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$938K
3
+$472K
4
NOC icon
Northrop Grumman
NOC
+$450K
5
IAU icon
iShares Gold Trust
IAU
+$325K

Top Sells

1
+$410K
2
+$330K
3
+$287K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$280K
5
WFC icon
Wells Fargo
WFC
+$272K

Sector Composition

1 Technology 16.66%
2 Healthcare 11.97%
3 Consumer Discretionary 10.76%
4 Financials 10.7%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.55%
10,263
52
$1.34M 0.54%
26,648
-891
53
$1.32M 0.53%
18,937
-1,681
54
$1.26M 0.51%
15,973
-2,460
55
$1.23M 0.49%
22,256
-4,914
56
$1.22M 0.49%
47,413
+400
57
$1.17M 0.47%
17,937
-5,057
58
$1.17M 0.47%
45,937
+1,800
59
$1.14M 0.46%
42,934
+155
60
$1.12M 0.45%
27,395
-100
61
$1.1M 0.44%
5,945
+3
62
$1.09M 0.44%
58,226
-3,915
63
$1.04M 0.42%
4,167
+529
64
$1.03M 0.41%
39,554
+1,400
65
$1M 0.4%
17,675
-2,856
66
$992K 0.4%
23,748
67
$964K 0.39%
21,777
+167
68
$951K 0.38%
11,780
-3,020
69
$938K 0.38%
+15,650
70
$927K 0.37%
13,577
-344
71
$877K 0.35%
16,913
+26
72
$864K 0.35%
14,921
-3,792
73
$862K 0.35%
33,970
+1,000
74
$853K 0.34%
15,300
+140
75
$852K 0.34%
11,314
1 2
3
4 5