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
$164M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$876K
3
+$829K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$793K
5
EMC
EMC CORPORATION
EMC
+$776K

Top Sells

1
+$2.6M
2
+$1.06M
3
+$878K
4
IBM icon
IBM
IBM
+$820K
5
LOW icon
Lowe's Companies
LOW
+$723K

Sector Composition

1 Technology 16.55%
2 Consumer Staples 13.89%
3 Healthcare 13.05%
4 Financials 10.43%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$515K 0.31%
7,674
+140
77
$485K 0.3%
1,734
-465
78
$439K 0.27%
5,843
-2,055
79
$430K 0.26%
6,000
-159
80
$429K 0.26%
8,071
-242
81
$387K 0.24%
6,583
+1,583
82
$374K 0.23%
6,850
+800
83
$368K 0.22%
45,210
-6,140
84
$362K 0.22%
5,552
-420
85
$360K 0.22%
14,621
-71
86
$358K 0.22%
9,326
-1,415
87
$354K 0.22%
5,467
+279
88
$345K 0.21%
10,406
+1,400
89
$333K 0.2%
6,318
-970
90
$332K 0.2%
7,556
-5,730
91
$323K 0.2%
5,638
-474
92
$323K 0.2%
3,480
-720
93
$317K 0.19%
3,849
94
$306K 0.19%
3,790
+300
95
$297K 0.18%
3,630
96
$283K 0.17%
2,204
-1,133
97
$283K 0.17%
23,646
-2,000
98
$280K 0.17%
19,970
-330
99
$271K 0.17%
13,166
-4,939
100
$259K 0.16%
14,620
-580
1 2 3
4
5