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
$163M
AUM Growth
+$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.06M
3
+$529K
4
ROP icon
Roper Technologies
ROP
+$489K
5
JWN
Nordstrom
JWN
+$453K

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.01M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$634K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$573K

Sector Composition

1 Technology 18.84%
2 Healthcare 14.88%
3 Consumer Staples 12.28%
4 Financials 11.72%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.13%
14,420
-2,250
102
$201K 0.12%
+7,499
103
– –
-13,424
104
– –
-25,136
105
– –
-19,396
106
– –
-3,963
107
– –
-1,928
108
– –
-8,084
109
– –
-2,000
110
– –
-14,010
111
– –
-10,392
112
– –
-6,009
113
– –
-8,183
1 2 3 4
5