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
$312M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$751K
3
+$411K
4
AVGO icon
Broadcom
AVGO
+$386K
5
DD icon
DuPont de Nemours
DD
+$380K

Top Sells

1
+$3.81M
2
+$1.34M
3
+$566K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$513K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$488K

Sector Composition

1 Technology 14.84%
2 Consumer Discretionary 10.37%
3 Financials 9.35%
4 Consumer Staples 9.32%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$855K 0.27%
16,790
-2,395
77
$841K 0.27%
16,011
-2,000
78
$822K 0.26%
17,356
-870
79
$776K 0.25%
30,179
+200
80
$762K 0.24%
6,613
-98
81
$738K 0.24%
15,603
-1,662
82
$729K 0.23%
14,320
+37
83
$703K 0.23%
27,767
-463
84
$681K 0.22%
6,024
-990
85
$672K 0.22%
12,440
-1,700
86
$636K 0.2%
9,682
87
$616K 0.2%
24,245
-450
88
$585K 0.19%
7,690
-905
89
$570K 0.18%
1,947
90
$566K 0.18%
21,497
-1,085
91
$553K 0.18%
10,570
-2,486
92
$537K 0.17%
6,559
-477
93
$535K 0.17%
8,000
94
$527K 0.17%
10,721
95
$524K 0.17%
6,230
96
$508K 0.16%
9,568
+400
97
$480K 0.15%
18,150
+185
98
$467K 0.15%
3,223
99
$464K 0.15%
2,772
-2,429
100
$454K 0.15%
11,685
+320
2 3
4
5 6