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
$395M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$981K
3
+$728K
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$580K
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$569K

Top Sells

1
+$2.45M
2
+$916K
3
+$853K
4
UL icon
Unilever
UL
+$838K
5
COF.PRF
Capital One Financial Corporation
COF.PRF
+$385K

Sector Composition

1 Technology 15.74%
2 Consumer Discretionary 10.49%
3 Consumer Staples 9.01%
4 Financials 8.35%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.43%
66,415
+1,956
52
$1.53M 0.39%
40,482
+3,645
53
$1.52M 0.39%
16,633
54
$1.52M 0.39%
8,640
-78
55
$1.48M 0.37%
29,676
-274
56
$1.39M 0.35%
6,358
+85
57
$1.39M 0.35%
11,637
-135
58
$1.32M 0.33%
55,039
-35,635
59
$1.29M 0.33%
5,624
+3
60
$1.26M 0.32%
34,928
-1,610
61
$1.21M 0.31%
15,506
62
$1.2M 0.3%
13,720
-120
63
$1.2M 0.3%
1,157
+72
64
$1.18M 0.3%
14,245
+8,780
65
$1.17M 0.3%
9,198
-200
66
$1.13M 0.29%
51,445
-1,072
67
$1.08M 0.27%
7,671
+120
68
$1.03M 0.26%
21,839
69
$1.02M 0.26%
3,805
70
$1.02M 0.26%
20,417
-88
71
$1.01M 0.26%
12,524
-50
72
$1M 0.25%
6,575
+90
73
$981K 0.25%
+22,747
74
$962K 0.24%
3,682
+1,997
75
$877K 0.22%
23,992
+6,837
1 2
3
4 5