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
$395M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$981K
3
+$728K
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$580K
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$569K

Top Sells

1
+$2.45M
2
+$916K
3
+$853K
4
UL icon
Unilever
UL
+$838K
5
COF.PRF
Capital One Financial Corporation
COF.PRF
+$385K

Sector Composition

1 Technology 15.74%
2 Consumer Discretionary 10.49%
3 Consumer Staples 9.01%
4 Financials 8.35%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$870K 0.22%
28,695
+1,327
77
$869K 0.22%
10,495
-762
78
$865K 0.22%
20,984
-861
79
$857K 0.22%
25,340
-130
80
$816K 0.21%
3,786
81
$811K 0.21%
9,878
-160
82
$805K 0.2%
9,535
-2,129
83
$792K 0.2%
13,461
84
$782K 0.2%
6,671
85
$766K 0.19%
13,971
-128
86
$759K 0.19%
8,000
87
$742K 0.19%
12,340
+445
88
$737K 0.19%
1,972
89
$687K 0.17%
27,195
+1,100
90
$682K 0.17%
6,230
91
$678K 0.17%
10,480
92
$667K 0.17%
9,769
-108
93
$660K 0.17%
10,950
94
$658K 0.17%
16,040
-360
95
$655K 0.17%
16,378
+557
96
$654K 0.17%
8,803
97
$634K 0.16%
5,842
98
$603K 0.15%
5,069
99
$574K 0.15%
17,897
100
$570K 0.14%
23,200
-400
2 3
4
5 6