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
$155M
AUM Growth
-$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$370K
3
+$308K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$268K
5
GLD icon
SPDR Gold Trust
GLD
+$227K

Top Sells

1
+$1.47M
2
+$865K
3
+$580K
4
JNJ icon
Johnson & Johnson
JNJ
+$512K
5
IBM icon
IBM
IBM
+$441K

Sector Composition

1 Technology 17.74%
2 Healthcare 13.55%
3 Consumer Staples 12.32%
4 Financials 11.36%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.14%
19,396
102
$214K 0.14%
2,070
-73
103
$212K 0.14%
2,546
-300
104
$211K 0.14%
1,781
-270
105
$208K 0.13%
8,552
-631
106
$204K 0.13%
7,659
-120
107
– –
-10,000
108
– –
-3,830
109
– –
-3,050
110
– –
-9,593
111
– –
-1,810
112
– –
-15,430
113
– –
-9,084
114
– –
-3,910
1 2 3 4
5