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
+$432K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$383K
3
+$307K
4
TGT icon
Target
TGT
+$274K
5
MET icon
MetLife
MET
+$260K

Top Sells

1
+$777K
2
+$776K
3
+$445K
4
UNH icon
UnitedHealth
UNH
+$388K
5
JPS
Nuveen Preferred & Income Securities Fund
JPS
+$368K

Sector Composition

1 Technology 17.16%
2 Healthcare 13.63%
3 Consumer Staples 13.07%
4 Financials 10.88%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243K 0.15%
+4,000
102
$238K 0.14%
6,188
+255
103
$236K 0.14%
3,190
-600
104
$233K 0.14%
2,051
-153
105
$233K 0.14%
2,846
106
$228K 0.14%
+10,000
107
$228K 0.14%
6,172
+200
108
$225K 0.14%
8,491
+494
109
$220K 0.13%
9,593
110
$212K 0.13%
4,050
-27
111
$211K 0.13%
1,810
112
$210K 0.13%
+3,107
113
$208K 0.13%
+8,684
114
$208K 0.13%
+4,600
115
$201K 0.12%
11,684
-1,893
116
– –
-10,573
117
– –
-5,355
118
– –
-2,680
119
– –
-45,210
120
– –
-13,441
1 2 3 4
5