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
$200M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.02M
3
+$705K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$661K
5
AGN
Allergan plc
AGN
+$531K

Top Sells

1
+$1.87M
2
+$516K
3
+$453K
4
CMCSA icon
Comcast
CMCSA
+$307K
5
SE
Spectra Energy Corp Wi
SE
+$271K

Sector Composition

1 Technology 16.98%
2 Healthcare 14.41%
3 Financials 11.76%
4 Consumer Staples 11.5%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$508K 0.25%
11,961
+5,383
77
$464K 0.23%
5,985
+1,032
78
$457K 0.23%
10,250
+114
79
$455K 0.23%
10,188
+245
80
$453K 0.23%
19,829
+6,660
81
$447K 0.22%
7,056
-1,381
82
$445K 0.22%
3,939
+144
83
$428K 0.21%
12,584
+2,200
84
$417K 0.21%
4,593
-237
85
$399K 0.2%
16,220
+3,265
86
$388K 0.19%
15,196
+965
87
$379K 0.19%
2,278
+245
88
$374K 0.19%
8,000
89
$355K 0.18%
2,850
-1,063
90
$353K 0.18%
5,050
-1,073
91
$352K 0.18%
14,827
+1,575
92
$344K 0.17%
6,674
-2,207
93
$331K 0.17%
+6,530
94
$326K 0.16%
4,240
95
$323K 0.16%
2,456
-249
96
$319K 0.16%
4,068
-836
97
$319K 0.16%
+3,550
98
$313K 0.16%
6,072
-56
99
$308K 0.15%
4,368
100
$307K 0.15%
5,911
-1,451
2 3
4
5 6