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
$459M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.46M
3
+$1.87M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$488K
5
BND icon
Vanguard Total Bond Market
BND
+$456K

Top Sells

1
+$1.21M
2
+$388K
3
+$270K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$252K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$235K

Sector Composition

1 Technology 15.24%
2 Consumer Discretionary 10.44%
3 Financials 8.71%
4 Consumer Staples 7.97%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.25%
13,707
-1,318
77
$1.1M 0.24%
21,409
-430
78
$1.05M 0.23%
8,198
79
$1.04M 0.23%
13,438
-1,284
80
$1.04M 0.23%
10,495
81
$1.04M 0.23%
25,340
82
$1M 0.22%
9,878
83
$963K 0.21%
9,190
-45
84
$930K 0.2%
6,504
-36
85
$879K 0.19%
8,000
86
$857K 0.19%
17,966
+1,851
87
$853K 0.19%
1,992
+20
88
$846K 0.18%
32,445
+3,250
89
$839K 0.18%
12,480
+1,620
90
$824K 0.18%
33,097
+9,362
91
$816K 0.18%
10,480
92
$801K 0.17%
40,040
+3,600
93
$786K 0.17%
6,706
+35
94
$784K 0.17%
12,861
-600
95
$773K 0.17%
5,000
96
$722K 0.16%
6,229
+34
97
$721K 0.16%
5,129
98
$717K 0.16%
13,250
+76
99
$713K 0.16%
3,051
+1,234
100
$702K 0.15%
8,419
-1,484
2 3
4
5 6