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
$236M
AUM Growth
-$484K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.13M
3
+$1M
4
APTV icon
Aptiv
APTV
+$840K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$794K

Top Sells

1
+$2.35M
2
+$1.06M
3
+$502K
4
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$443K
5
BGR icon
BlackRock Energy and Resources Trust
BGR
+$390K

Sector Composition

1 Technology 17.25%
2 Healthcare 12.66%
3 Financials 11.99%
4 Consumer Staples 10.63%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$822K 0.35%
12,992
-185
77
$794K 0.34%
+9,623
78
$782K 0.33%
15,160
-1,320
79
$769K 0.33%
7,609
+2,502
80
$758K 0.32%
29,594
+2,206
81
$699K 0.3%
16,089
-1,000
82
$626K 0.27%
4,267
+1,398
83
$614K 0.26%
3,343
-36
84
$603K 0.26%
23,801
+6,220
85
$577K 0.24%
10,405
-545
86
$572K 0.24%
10,988
87
$527K 0.22%
42,924
-1,404
88
$518K 0.22%
20,775
+700
89
$512K 0.22%
1,947
-187
90
$506K 0.21%
38,239
-29,458
91
$500K 0.21%
8,000
92
$495K 0.21%
6,250
+159
93
$488K 0.21%
5,153
+137
94
$480K 0.2%
6,882
-80
95
$460K 0.19%
6,984
+394
96
$441K 0.19%
19,217
+750
97
$438K 0.19%
16,465
+2,750
98
$410K 0.17%
5,113
+46
99
$406K 0.17%
8,880
-820
100
$402K 0.17%
1,673
2 3
4
5 6