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
$170M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.88M
3
+$1.37M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$798K
5
AGN
Allergan Inc
AGN
+$503K

Top Sells

1
+$2.07M
2
+$1.03M
3
+$777K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$539K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$531K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.76%
3 Consumer Staples 12.41%
4 Financials 11.34%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.15%
1,671
-89
102
$243K 0.14%
9,533
+1,000
103
$236K 0.14%
+13,360
104
$234K 0.14%
+9,121
105
$228K 0.13%
+8,950
106
$221K 0.13%
14,420
107
$219K 0.13%
+1,075
108
$215K 0.13%
8,284
109
$213K 0.13%
3,500
110
$213K 0.13%
2,676
-332
111
$210K 0.12%
+8,084
112
$210K 0.12%
+4,850
113
$205K 0.12%
+1,615
114
$205K 0.12%
+3,390
115
– –
-64,840
116
– –
-2,813
117
– –
-6,145
118
– –
-10,903
119
– –
-17,121
120
– –
-5,593
1 2 3 4
5