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
$245M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.54M
3
+$1.36M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$947K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$425K

Top Sells

1
+$884K
2
+$717K
3
+$391K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$367K
5
MET icon
MetLife
MET
+$282K

Sector Composition

1 Technology 15.61%
2 Healthcare 11.4%
3 Consumer Discretionary 10.5%
4 Financials 10.38%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$775K 0.32%
11,314
77
$756K 0.31%
11,330
78
$751K 0.31%
14,500
-160
79
$704K 0.29%
14,486
+8,750
80
$697K 0.28%
27,438
-494
81
$676K 0.28%
14,283
+68
82
$675K 0.28%
11,767
+6,767
83
$667K 0.27%
30,954
-2,309
84
$657K 0.27%
4,085
+788
85
$642K 0.26%
12,348
86
$621K 0.25%
6,345
-1,940
87
$611K 0.25%
2,729
+500
88
$609K 0.25%
7,815
-150
89
$598K 0.24%
10,182
+3,300
90
$571K 0.23%
22,711
-500
91
$522K 0.21%
9,175
92
$518K 0.21%
3,254
-30
93
$494K 0.2%
13,617
-1,598
94
$487K 0.2%
1,947
95
$464K 0.19%
10,721
96
$460K 0.19%
20,375
-400
97
$456K 0.19%
6,309
98
$447K 0.18%
4,853
-100
99
$447K 0.18%
8,000
100
$428K 0.17%
6,380
2 3
4
5 6