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
$170M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.88M
3
+$1.37M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$798K
5
AGN
Allergan Inc
AGN
+$503K

Top Sells

1
+$2.07M
2
+$1.03M
3
+$777K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$539K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$531K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.76%
3 Consumer Staples 12.41%
4 Financials 11.34%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$478K 0.28%
1,560
+55
77
$447K 0.26%
4,445
-1,200
78
$439K 0.26%
+12,117
79
$434K 0.26%
7,399
80
$422K 0.25%
+3,955
81
$414K 0.24%
15,848
+204
82
$411K 0.24%
14,949
-11,895
83
$407K 0.24%
9,366
-1,700
84
$402K 0.24%
3,525
-50
85
$380K 0.22%
4,320
-202
86
$358K 0.21%
2,813
+150
87
$337K 0.2%
2,563
+24
88
$330K 0.19%
3,385
89
$327K 0.19%
4,841
+246
90
$320K 0.19%
8,000
91
$318K 0.19%
5,367
-93
92
$315K 0.19%
14,682
-4,835
93
$311K 0.18%
+12,475
94
$305K 0.18%
+4,059
95
$292K 0.17%
6,797
-771
96
$280K 0.17%
6,233
-96
97
$273K 0.16%
4,525
+290
98
$264K 0.16%
4,368
-569
99
$261K 0.15%
2,982
-4,769
100
$255K 0.15%
2,027
-176
1 2 3
4
5