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
$364M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.6M
3
+$1.45M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.14M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$605K

Top Sells

1
+$3.65M
2
+$1.22M
3
+$807K
4
AMZN icon
Amazon
AMZN
+$674K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 11.01%
3 Consumer Staples 9.48%
4 Healthcare 8%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.41%
29,950
+607
52
$1.47M 0.41%
16,633
-375
53
$1.45M 0.4%
+64,459
54
$1.43M 0.39%
5,621
-17
55
$1.39M 0.38%
36,837
+30,402
56
$1.27M 0.35%
40,508
57
$1.23M 0.34%
15,506
58
$1.22M 0.33%
8,718
-60
59
$1.19M 0.33%
6,273
+31
60
$1.19M 0.33%
9,398
61
$1.19M 0.33%
11,772
-2,000
62
$1.18M 0.33%
36,538
-5,292
63
$1.06M 0.29%
1,085
+207
64
$1.02M 0.28%
52,517
-6,381
65
$1.02M 0.28%
13,840
-500
66
$972K 0.27%
7,551
-499
67
$893K 0.25%
21,839
+812
68
$887K 0.24%
20,505
-2,744
69
$844K 0.23%
11,257
70
$843K 0.23%
3,805
-388
71
$840K 0.23%
11,664
-1,062
72
$830K 0.23%
13,461
-1,000
73
$824K 0.23%
12,574
74
$773K 0.21%
6,671
-994
75
$763K 0.21%
6,485
-455
1 2
3
4 5