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
$410M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.99M
3
+$752K
4
ALSN icon
Allison Transmission
ALSN
+$634K
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$405K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$620K
4
GLD icon
SPDR Gold Trust
GLD
+$435K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 11.16%
3 Financials 9.03%
4 Consumer Staples 8.34%
5 Healthcare 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.26%
19,112
-1,872
77
$1.03M 0.25%
8,198
-1,000
78
$991K 0.24%
25,094
+1,102
79
$968K 0.24%
9,235
-300
80
$931K 0.23%
10,495
81
$911K 0.22%
9,878
82
$867K 0.21%
6,540
-35
83
$855K 0.21%
16,139
-239
84
$825K 0.2%
13,461
85
$825K 0.2%
8,000
86
$824K 0.2%
16,115
+75
87
$782K 0.19%
1,972
88
$774K 0.19%
6,671
89
$745K 0.18%
9,903
+134
90
$743K 0.18%
3,686
-100
91
$742K 0.18%
6,195
-35
92
$735K 0.18%
10,480
93
$730K 0.18%
29,195
+2,000
94
$714K 0.17%
17,897
95
$694K 0.17%
13,174
-797
96
$693K 0.17%
8,803
97
$692K 0.17%
5,129
+60
98
$684K 0.17%
10,860
-90
99
$636K 0.16%
5,000
100
$632K 0.15%
5,842
2 3
4
5 6