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
$200M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.02M
3
+$705K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$661K
5
AGN
Allergan plc
AGN
+$531K

Top Sells

1
+$1.87M
2
+$516K
3
+$453K
4
CMCSA icon
Comcast
CMCSA
+$307K
5
SE
Spectra Energy Corp Wi
SE
+$271K

Sector Composition

1 Technology 16.98%
2 Healthcare 14.41%
3 Financials 11.76%
4 Consumer Staples 11.5%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.15%
2,605
102
$302K 0.15%
1,545
103
$299K 0.15%
7,945
-8,161
104
$296K 0.15%
+12,600
105
$290K 0.15%
+5,418
106
$289K 0.14%
4,433
-279
107
$288K 0.14%
1,799
-137
108
$284K 0.14%
21,250
+400
109
$283K 0.14%
+6,756
110
$278K 0.14%
1,017
-241
111
$276K 0.14%
2,715
-400
112
$275K 0.14%
4,044
-567
113
$267K 0.13%
6,756
-1,562
114
$264K 0.13%
4,188
+27
115
$260K 0.13%
8,295
+1,057
116
$253K 0.13%
+1,170
117
$251K 0.13%
5,844
-2,145
118
$244K 0.12%
5,500
+75
119
$244K 0.12%
9,593
120
$243K 0.12%
1,865
-1,243
121
$239K 0.12%
10,131
122
$213K 0.11%
3,227
123
$209K 0.1%
+6,508
124
$204K 0.1%
2,527
-860
125
$201K 0.1%
3,300
2 3 4
5
6