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
$364M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.6M
3
+$1.45M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.14M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$605K

Top Sells

1
+$3.65M
2
+$1.22M
3
+$807K
4
AMZN icon
Amazon
AMZN
+$674K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 11.01%
3 Consumer Staples 9.48%
4 Healthcare 8%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$750K 0.21%
21,845
-17,817
77
$704K 0.19%
10,038
78
$696K 0.19%
14,099
+40
79
$678K 0.19%
6,230
-200
80
$672K 0.18%
3,786
81
$672K 0.18%
8,000
82
$660K 0.18%
1,972
+23
83
$659K 0.18%
27,368
-8,837
84
$634K 0.17%
16,400
-300
85
$626K 0.17%
10,480
-100
86
$621K 0.17%
11,895
87
$612K 0.17%
28,406
-3,893
88
$605K 0.17%
+17,155
89
$588K 0.16%
26,095
-700
90
$577K 0.16%
9,877
+106
91
$574K 0.16%
10,950
-2,167
92
$548K 0.15%
8,803
-975
93
$546K 0.15%
9,058
94
$533K 0.15%
25,470
95
$533K 0.15%
5,842
-88
96
$520K 0.14%
15,821
-836
97
$514K 0.14%
5,069
+890
98
$511K 0.14%
23,600
+3,750
99
$488K 0.13%
9,630
+482
100
$480K 0.13%
17,897
2 3
4
5 6