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
$162M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$722K
3
+$452K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$342K

Top Sells

1
+$1.38M
2
+$438K
3
+$429K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$375K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$348K

Sector Composition

1 Technology 18.49%
2 Healthcare 13.95%
3 Consumer Staples 12.9%
4 Financials 11.63%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.14%
+3,810
102
$223K 0.14%
1,928
-142
103
$221K 0.14%
6,009
104
$216K 0.13%
+8,084
105
$211K 0.13%
1,542
-239
106
$206K 0.13%
2,546
107
$202K 0.12%
3,848
-720
108
– –
-3,852
109
– –
-8,552
110
– –
-13,220
111
– –
-4,350
112
– –
-6,783
113
– –
-3,726
1 2 3 4
5