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
$312M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$751K
3
+$411K
4
AVGO icon
Broadcom
AVGO
+$386K
5
DD icon
DuPont de Nemours
DD
+$380K

Top Sells

1
+$3.81M
2
+$1.34M
3
+$566K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$513K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$488K

Sector Composition

1 Technology 14.84%
2 Consumer Discretionary 10.37%
3 Financials 9.35%
4 Consumer Staples 9.32%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.46%
26,337
-413
52
$1.41M 0.45%
24,714
-742
53
$1.4M 0.45%
9,360
-1,516
54
$1.37M 0.44%
49,593
-42
55
$1.33M 0.43%
49,963
+2,788
56
$1.31M 0.42%
10,512
-100
57
$1.28M 0.41%
14,666
+2,310
58
$1.21M 0.39%
6,119
+528
59
$1.17M 0.37%
14,607
-314
60
$1.15M 0.37%
22,508
-400
61
$1.14M 0.37%
18,722
+286
62
$1.12M 0.36%
16,827
-1,150
63
$1.08M 0.35%
3,689
+485
64
$1.07M 0.34%
5,836
-18
65
$1.07M 0.34%
9,252
+50
66
$972K 0.31%
12,070
67
$970K 0.31%
37,683
+585
68
$928K 0.3%
25,485
-694
69
$910K 0.29%
16,572
+1,980
70
$899K 0.29%
5,423
+221
71
$898K 0.29%
11,314
72
$878K 0.28%
12,417
-100
73
$864K 0.28%
13,568
+573
74
$857K 0.27%
32,180
+1,295
75
$856K 0.27%
10,897
-433
1 2
3
4 5