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
$201M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$728K
3
+$513K
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K

Top Sells

1
+$1.5M
2
+$1.05M
3
+$360K
4
SLMAP
SLM Corporation PFD STK Ser A 6.97%
SLMAP
+$331K
5
BIIB icon
Biogen
BIIB
+$278K

Sector Composition

1 Technology 16.6%
2 Healthcare 14.7%
3 Financials 11.88%
4 Consumer Staples 11.33%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$553K 0.28%
12,584
77
$525K 0.26%
2,171
78
$513K 0.26%
+17,500
79
$504K 0.25%
9,053
-1,976
80
$499K 0.25%
10,988
+800
81
$474K 0.24%
9,450
-800
82
$473K 0.24%
18,720
+2,500
83
$467K 0.23%
6,089
+104
84
$459K 0.23%
3,909
-30
85
$439K 0.22%
16,996
+1,800
86
$399K 0.2%
+15,200
87
$386K 0.19%
16,027
+1,200
88
$371K 0.18%
6,193
-863
89
$370K 0.18%
2,850
90
$365K 0.18%
7,600
-400
91
$342K 0.17%
3,695
+145
92
$337K 0.17%
2,294
+16
93
$335K 0.17%
6,078
+6
94
$323K 0.16%
23,250
+2,000
95
$317K 0.16%
1,460
-85
96
$315K 0.16%
3,954
-114
97
$314K 0.16%
4,329
-104
98
$314K 0.16%
2,432
-24
99
$310K 0.15%
12,337
-7,492
100
$309K 0.15%
7,945
2 3
4
5 6