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
+$432K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$383K
3
+$307K
4
TGT icon
Target
TGT
+$274K
5
MET icon
MetLife
MET
+$260K

Top Sells

1
+$777K
2
+$776K
3
+$445K
4
UNH icon
UnitedHealth
UNH
+$388K
5
JPS
Nuveen Preferred & Income Securities Fund
JPS
+$368K

Sector Composition

1 Technology 17.16%
2 Healthcare 13.63%
3 Consumer Staples 13.07%
4 Financials 10.88%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432K 0.26%
34,162
+10,516
77
$424K 0.26%
8,536
-7,217
78
$418K 0.25%
5,682
-318
79
$409K 0.25%
7,871
-200
80
$407K 0.25%
6,750
-100
81
$388K 0.24%
5,467
82
$388K 0.24%
6,583
83
$383K 0.23%
+15,318
84
$364K 0.22%
14,381
-240
85
$363K 0.22%
8,838
+3,038
86
$350K 0.21%
9,342
+16
87
$341K 0.21%
5,252
-300
88
$333K 0.2%
6,318
89
$319K 0.19%
3,830
+200
90
$305K 0.19%
8,806
-1,600
91
$305K 0.19%
3,849
92
$302K 0.18%
5,867
+229
93
$301K 0.18%
12,586
-580
94
$289K 0.18%
3,280
-200
95
$284K 0.17%
19,970
96
$276K 0.17%
5,906
-1,650
97
$272K 0.17%
2,571
98
$269K 0.16%
14,620
99
$262K 0.16%
2,700
100
$244K 0.15%
19,396
1 2 3
4
5