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
$164M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$876K
3
+$829K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$793K
5
EMC
EMC CORPORATION
EMC
+$776K

Top Sells

1
+$2.6M
2
+$1.06M
3
+$878K
4
IBM icon
IBM
IBM
+$820K
5
LOW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.16%
2,571
-524
102
$251K 0.15%
2,700
103
$248K 0.15%
2,846
104
$244K 0.15%
4,077
-473
105
$232K 0.14%
19,396
106
$227K 0.14%
5,933
-200
107
$217K 0.13%
5,800
108
$213K 0.13%
+5,972
109
$212K 0.13%
+7,997
110
$211K 0.13%
13,577
-7,000
111
$209K 0.13%
+1,810
112
$202K 0.12%
+5,355
113
$202K 0.12%
+9,593
114
$202K 0.12%
+2,680
115
– –
-4,200
116
– –
-88,835
117
– –
-4,550
118
– –
-5,308
1 2 3 4
5