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
$162M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$722K
3
+$452K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$342K

Top Sells

1
+$1.38M
2
+$438K
3
+$429K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$375K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$348K

Sector Composition

1 Technology 18.49%
2 Healthcare 13.95%
3 Consumer Staples 12.9%
4 Financials 11.63%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.28%
5,930
+1,163
77
$422K 0.26%
4,444
+911
78
$421K 0.26%
8,601
+14
79
$418K 0.26%
10,000
-2,000
80
$418K 0.26%
32,134
-9,924
81
$417K 0.26%
7,001
-770
82
$416K 0.26%
6,869
-50
83
$408K 0.25%
5,271
-196
84
$401K 0.25%
13,990
+3,246
85
$394K 0.24%
5,444
-159
86
$389K 0.24%
15,295
+905
87
$387K 0.24%
3,742
88
$370K 0.23%
5,612
-250
89
$351K 0.22%
+8,202
90
$306K 0.19%
8,306
91
$293K 0.18%
3,763
+553
92
$284K 0.18%
2,600
93
$256K 0.16%
4,200
94
$246K 0.15%
+1,377
95
$242K 0.15%
19,396
96
$240K 0.15%
+13,424
97
$240K 0.15%
3,440
-2,255
98
$238K 0.15%
5,308
-475
99
$238K 0.15%
9,287
+1,628
100
$237K 0.15%
16,670
1 2 3
4
5