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
$459M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.46M
3
+$1.87M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$488K
5
BND icon
Vanguard Total Bond Market
BND
+$456K

Top Sells

1
+$1.21M
2
+$388K
3
+$270K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$252K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$235K

Sector Composition

1 Technology 15.24%
2 Consumer Discretionary 10.44%
3 Financials 8.71%
4 Consumer Staples 7.97%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.38%
33,799
52
$1.72M 0.37%
23,430
+120
53
$1.7M 0.37%
25,624
+3,644
54
$1.7M 0.37%
8,534
-56
55
$1.67M 0.36%
41,988
+3,706
56
$1.66M 0.36%
7,085
+296
57
$1.64M 0.36%
13,100
-180
58
$1.64M 0.36%
29,183
-458
59
$1.56M 0.34%
10,687
-200
60
$1.55M 0.34%
1,305
+127
61
$1.47M 0.32%
54,142
+288
62
$1.43M 0.31%
28,931
-1,200
63
$1.39M 0.3%
50,296
-5,405
64
$1.39M 0.3%
8,848
-7,706
65
$1.36M 0.3%
5,596
-22
66
$1.35M 0.29%
30,434
+5,340
67
$1.35M 0.29%
24,792
-1,085
68
$1.33M 0.29%
32,551
-2,023
69
$1.27M 0.28%
3,614
-118
70
$1.26M 0.28%
8,150
-153
71
$1.26M 0.27%
20,617
+4,478
72
$1.26M 0.27%
19,907
+795
73
$1.18M 0.26%
12,249
74
$1.18M 0.26%
28,557
-514
75
$1.13M 0.25%
17,140
1 2
3
4 5