AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
1-Year Return
20.88%
This Quarter Return
+8.45%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$164M
AUM Growth
+$10.3M
(+6.7%)
Cap. Flow
-$2.68M
Cap. Flow
% of AUM
-1.63%
Top 10 Holdings %
Top 10 Hldgs %
29.69%
Holding
122
New
9
Increased
30
Reduced
70
Closed
4
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.1M |
| 2 |
eBay
EBAY
|
$876K |
| 3 |
TJX Companies
TJX
|
$829K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$793K |
| 5 |
EMC
EMC CORPORATION
EMC
|
$776K |
Top Sells
| 1 |
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
|
$2.6M |
| 2 |
Sysco
SYY
|
$1.06M |
| 3 |
Automatic Data Processing
ADP
|
$878K |
| 4 |
IBM
IBM
|
$820K |
| 5 |
Lowe's Companies
LOW
|
$723K |
Sector Composition
| 1 | Technology | 16.55% |
| 2 | Consumer Staples | 13.89% |
| 3 | Healthcare | 13.05% |
| 4 | Financials | 10.43% |
| 5 | Industrials | 8.08% |
