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
$185M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$516K
3
+$259K
4
RAI
Reynolds American Inc
RAI
+$233K
5
BAC icon
Bank of America
BAC
+$224K

Top Sells

1
+$758K
2
+$423K
3
+$310K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$284K
5
DLTR icon
Dollar Tree
DLTR
+$265K

Sector Composition

1 Technology 16.99%
2 Healthcare 14.09%
3 Financials 12.47%
4 Consumer Staples 11.99%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$468K 0.25%
9,943
-1,730
77
$467K 0.25%
18,658
+1,050
78
$461K 0.25%
6,123
+50
79
$453K 0.25%
3,913
-766
80
$434K 0.24%
8,881
-2
81
$422K 0.23%
4,830
-701
82
$390K 0.21%
10,136
-900
83
$384K 0.21%
6,647
84
$379K 0.21%
4,953
+1
85
$377K 0.2%
4,904
+4
86
$358K 0.19%
8,000
87
$357K 0.19%
1,258
-297
88
$356K 0.19%
14,231
+800
89
$347K 0.19%
3,795
-170
90
$330K 0.18%
4,611
-1,342
91
$326K 0.18%
7,362
-349
92
$323K 0.18%
2,033
+523
93
$321K 0.17%
4,240
94
$320K 0.17%
3,108
-1,410
95
$316K 0.17%
3,115
96
$315K 0.17%
7,989
-2,101
97
$312K 0.17%
8,318
-3,678
98
$309K 0.17%
2,705
99
$309K 0.17%
10,384
-100
100
$305K 0.17%
2,605
-200
2 3
4
5 6