AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
-2.08%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(-0.2%)
Cap. Flow
+$5.08M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
29.28%
Holding
149
New
6
Increased
63
Reduced
54
Closed
11
Top Buys
| 1 |
Travelers Companies
TRV
|
$1.47M |
| 2 |
Johnson & Johnson
JNJ
|
$1.13M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$1M |
| 4 |
Aptiv
APTV
|
$840K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$794K |
Top Sells
| 1 |
MetLife
MET
|
$2.35M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.07M |
| 3 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
$502K |
| 4 |
SPDR Dow Jones REIT ETF
RWR
|
$443K |
| 5 |
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% |
