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
$410M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.99M
3
+$752K
4
ALSN icon
Allison Transmission
ALSN
+$634K
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$405K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$620K
4
GLD icon
SPDR Gold Trust
GLD
+$435K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 11.16%
3 Financials 9.03%
4 Consumer Staples 8.34%
5 Healthcare 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.42%
3,739
-30
52
$1.64M 0.4%
17,003
+370
53
$1.62M 0.4%
8,590
-50
54
$1.56M 0.38%
38,282
+15,535
55
$1.56M 0.38%
45,830
+5,348
56
$1.55M 0.38%
6,789
+431
57
$1.55M 0.38%
10,887
-750
58
$1.5M 0.37%
34,574
-354
59
$1.49M 0.36%
30,131
+455
60
$1.42M 0.35%
55,701
+662
61
$1.4M 0.34%
5,618
-6
62
$1.4M 0.34%
3,732
-73
63
$1.38M 0.34%
21,980
+11,955
64
$1.37M 0.34%
13,280
-440
65
$1.35M 0.33%
25,877
+5,460
66
$1.34M 0.33%
1,178
+21
67
$1.27M 0.31%
53,854
+2,409
68
$1.24M 0.3%
15,025
+780
69
$1.22M 0.3%
8,303
+632
70
$1.13M 0.27%
29,071
+376
71
$1.1M 0.27%
12,249
-275
72
$1.1M 0.27%
25,340
73
$1.08M 0.26%
14,722
-784
74
$1.07M 0.26%
17,140
+4,800
75
$1.07M 0.26%
21,839
1 2
3
4 5