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
$185M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$516K
3
+$259K
4
RAI
Reynolds American Inc
RAI
+$233K
5
BAC icon
Bank of America
BAC
+$224K

Top Sells

1
+$758K
2
+$423K
3
+$310K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$284K
5
DLTR icon
Dollar Tree
DLTR
+$265K

Sector Composition

1 Technology 16.99%
2 Healthcare 14.09%
3 Financials 12.47%
4 Consumer Staples 11.99%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$301K 0.16%
4,368
102
$295K 0.16%
4,712
103
$294K 0.16%
6,128
+2
104
$293K 0.16%
13,252
+200
105
$293K 0.16%
12,955
+3,300
106
$289K 0.16%
1,936
107
$288K 0.16%
1,545
108
$273K 0.15%
6,578
+2
109
$271K 0.15%
20,850
110
$271K 0.15%
6,597
+6
111
$270K 0.15%
13,169
112
$269K 0.15%
7,788
-1,677
113
$259K 0.14%
+9,593
114
$241K 0.13%
3,387
-532
115
$233K 0.13%
7,238
-874
116
$233K 0.13%
+4,161
117
$225K 0.12%
2,177
-779
118
$224K 0.12%
+10,131
119
$224K 0.12%
3,425
-317
120
$212K 0.11%
3,227
-175
121
$208K 0.11%
5,425
122
$206K 0.11%
2,805
-420
123
$203K 0.11%
7,518
124
$201K 0.11%
3,300
-200
125
– –
-3,359
2 3 4
5
6