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
$245M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.54M
3
+$1.36M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$947K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$425K

Top Sells

1
+$884K
2
+$717K
3
+$391K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$367K
5
MET icon
MetLife
MET
+$282K

Sector Composition

1 Technology 15.61%
2 Healthcare 11.4%
3 Consumer Discretionary 10.5%
4 Financials 10.38%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.52%
10,560
-1,437
52
$1.26M 0.51%
27,609
+6,405
53
$1.24M 0.51%
15,820
-1,831
54
$1.2M 0.49%
11,012
-170
55
$1.19M 0.49%
6,323
+1,609
56
$1.19M 0.49%
19,928
-1,100
57
$1.17M 0.48%
46,923
-1,175
58
$1.15M 0.47%
18,451
+1,027
59
$1.15M 0.47%
10,460
-3,347
60
$1.14M 0.47%
5,851
+3
61
$1.13M 0.46%
18,314
-2,167
62
$1.09M 0.44%
14,921
63
$1.01M 0.41%
23,228
-200
64
$1M 0.41%
16,650
-850
65
$980K 0.4%
38,949
-1,190
66
$934K 0.38%
37,880
-1,235
67
$898K 0.37%
11,510
+1,867
68
$890K 0.36%
19,304
-4,597
69
$861K 0.35%
17,426
70
$855K 0.35%
26,179
-536
71
$837K 0.34%
56,141
-1,635
72
$811K 0.33%
5,436
-310
73
$810K 0.33%
20,791
+500
74
$791K 0.32%
31,945
-1,275
75
$784K 0.32%
12,517
-610
1 2
3
4 5