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
$345M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.4M
3
+$1.34M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$975K

Top Sells

1
+$1.69M
2
+$934K
3
+$899K
4
ISG.CL
ING Groep N.V. 6.125% ING Perpetual Debt Securities Called
ISG.CL
+$897K
5
TRV icon
Travelers Companies
TRV
+$786K

Sector Composition

1 Technology 16.4%
2 Consumer Discretionary 10.59%
3 Consumer Staples 9.11%
4 Healthcare 7.88%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.43%
40,508
-188
52
$1.48M 0.43%
24,588
53
$1.46M 0.42%
29,343
-185
54
$1.44M 0.42%
3,984
-205
55
$1.36M 0.39%
17,008
+5
56
$1.33M 0.39%
5,638
+3
57
$1.31M 0.38%
8,778
-10
58
$1.16M 0.33%
9,398
+100
59
$1.14M 0.33%
15,506
60
$1.14M 0.33%
12,726
-478
61
$1.09M 0.32%
6,242
-493
62
$1.08M 0.31%
41,830
-12,433
63
$1.04M 0.3%
13,772
-3
64
$1.04M 0.3%
58,898
+17,210
65
$1.01M 0.29%
14,340
+1,120
66
$943K 0.27%
8,050
+758
67
$921K 0.27%
23,249
+9,241
68
$892K 0.26%
14,461
+600
69
$885K 0.26%
7,665
+626
70
$860K 0.25%
36,205
-39,305
71
$816K 0.24%
+21,027
72
$811K 0.23%
+878
73
$789K 0.23%
11,257
74
$780K 0.23%
12,574
+500
75
$737K 0.21%
32,299
-3,403
1 2
3
4 5