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
$201M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$728K
3
+$513K
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K

Top Sells

1
+$1.5M
2
+$1.05M
3
+$360K
4
SLMAP
SLM Corporation PFD STK Ser A 6.97%
SLMAP
+$331K
5
BIIB icon
Biogen
BIIB
+$278K

Sector Composition

1 Technology 16.6%
2 Healthcare 14.7%
3 Financials 11.88%
4 Consumer Staples 11.33%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$309K 0.15%
5,305
-113
102
$308K 0.15%
5,749
-925
103
$308K 0.15%
3,593
-1,000
104
$307K 0.15%
12,600
105
$302K 0.15%
4,240
106
$299K 0.15%
4,931
-980
107
$285K 0.14%
1,639
-160
108
$276K 0.14%
6,933
+177
109
$275K 0.14%
3,572
-796
110
$274K 0.14%
4,214
+26
111
$271K 0.13%
5,044
-800
112
$267K 0.13%
5,500
113
$266K 0.13%
+10,281
114
$263K 0.13%
4,050
-1,000
115
$262K 0.13%
2,947
+420
116
$261K 0.13%
3,692
-352
117
$260K 0.13%
2,155
-450
118
$258K 0.13%
1,825
-40
119
$256K 0.13%
+4,202
120
$247K 0.12%
10,199
+68
121
$244K 0.12%
9,387
-206
122
$233K 0.12%
+8,715
123
$228K 0.11%
6,508
124
$218K 0.11%
7,665
-630
125
$216K 0.11%
3,900
-150
2 3 4
5
6