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
$155M
AUM Growth
-$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$370K
3
+$308K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$268K
5
GLD icon
SPDR Gold Trust
GLD
+$227K

Top Sells

1
+$1.47M
2
+$865K
3
+$580K
4
JNJ icon
Johnson & Johnson
JNJ
+$512K
5
IBM icon
IBM
IBM
+$441K

Sector Composition

1 Technology 17.74%
2 Healthcare 13.55%
3 Consumer Staples 12.32%
4 Financials 11.36%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.24%
3,533
-2,366
77
$375K 0.24%
6,783
78
$373K 0.24%
5,394
-1,263
79
$372K 0.24%
5,603
-79
80
$370K 0.24%
+5,246
81
$368K 0.24%
2,933
-1,012
82
$361K 0.23%
5,058
+2,585
83
$361K 0.23%
14,390
+5
84
$356K 0.23%
4,767
-1,493
85
$349K 0.22%
11,798
-4,666
86
$348K 0.22%
3,726
+100
87
$343K 0.22%
3,742
-107
88
$339K 0.22%
5,862
-255
89
$335K 0.22%
8,306
-500
90
$290K 0.19%
2,600
-100
91
$289K 0.19%
10,744
+788
92
$256K 0.16%
4,200
+200
93
$251K 0.16%
3,852
-200
94
$247K 0.16%
16,670
-3,300
95
$245K 0.16%
4,350
96
$242K 0.16%
13,220
-800
97
$241K 0.16%
5,783
-255
98
$240K 0.15%
4,568
-2,000
99
$236K 0.15%
6,009
100
$222K 0.14%
3,210
+101
1 2 3
4
5