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
$250M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$938K
3
+$472K
4
NOC icon
Northrop Grumman
NOC
+$450K
5
IAU icon
iShares Gold Trust
IAU
+$325K

Top Sells

1
+$410K
2
+$330K
3
+$287K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$280K
5
WFC icon
Wells Fargo
WFC
+$272K

Sector Composition

1 Technology 16.66%
2 Healthcare 11.97%
3 Consumer Discretionary 10.76%
4 Financials 10.7%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$849K 0.34%
6,071
-80
77
$801K 0.32%
9,643
+20
78
$800K 0.32%
7,869
+260
79
$767K 0.31%
31,630
-1,461
80
$757K 0.3%
29,600
+6
81
$719K 0.29%
12,986
-6
82
$674K 0.27%
15,378
-711
83
$669K 0.27%
10,564
+3,580
84
$656K 0.26%
25,401
+1,600
85
$619K 0.25%
2,282
+335
86
$554K 0.22%
10,988
87
$552K 0.22%
7,065
-3,585
88
$547K 0.22%
9,755
-650
89
$543K 0.22%
3,302
-41
90
$534K 0.21%
3,999
-268
91
$522K 0.21%
34,324
-3,915
92
$520K 0.21%
20,775
93
$492K 0.2%
6,250
94
$482K 0.19%
8,000
95
$474K 0.19%
38,409
-4,515
96
$472K 0.19%
+12,120
97
$468K 0.19%
5,053
-100
98
$461K 0.18%
6,882
99
$460K 0.18%
17,465
+1,000
100
$450K 0.18%
+1,464
2 3
4
5 6