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
$163M
AUM Growth
+$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.06M
3
+$529K
4
ROP icon
Roper Technologies
ROP
+$489K
5
JWN
Nordstrom
JWN
+$453K

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.01M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$634K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$573K

Sector Composition

1 Technology 18.84%
2 Healthcare 14.88%
3 Consumer Staples 12.28%
4 Financials 11.72%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.31%
5,750
77
$492K 0.3%
14,862
+600
78
$479K 0.29%
3,078
+261
79
$461K 0.28%
7,259
+390
80
$453K 0.28%
+6,085
81
$449K 0.28%
4,036
+294
82
$447K 0.27%
8,280
+1,780
83
$445K 0.27%
6,629
+1,517
84
$419K 0.26%
+5,228
85
$414K 0.25%
3,575
-550
86
$397K 0.24%
15,640
+955
87
$347K 0.21%
4,967
-159
88
$341K 0.21%
8,000
89
$335K 0.21%
6,825
+1,517
90
$334K 0.21%
4,992
91
$330K 0.2%
+8,583
92
$326K 0.2%
+2,813
93
$296K 0.18%
+7,543
94
$265K 0.16%
+2,051
95
$259K 0.16%
6,164
96
$248K 0.15%
8,306
97
$226K 0.14%
3,700
98
$224K 0.14%
+4,115
99
$222K 0.14%
1,502
+125
100
$217K 0.13%
+8,533
1 2 3
4
5