AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
1-Year Return
20.88%
This Quarter Return
+2.78%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$250M
AUM Growth
+$13.4M
(+5.7%)
Cap. Flow
+$8.17M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
28.76%
Holding
150
New
12
Increased
47
Reduced
59
Closed
6
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$7.49M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$938K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$472K |
| 4 |
Northrop Grumman
NOC
|
$450K |
| 5 |
iShares Gold Trust
IAU
|
$325K |
Top Sells
| 1 |
Medtronic
MDT
|
$410K |
| 2 |
GE Aerospace
GE
|
$330K |
| 3 |
Boeing
BA
|
$287K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$280K |
| 5 |
Wells Fargo
WFC
|
$272K |
Sector Composition
| 1 | Technology | 16.66% |
| 2 | Healthcare | 11.97% |
| 3 | Consumer Discretionary | 10.76% |
| 4 | Financials | 10.7% |
| 5 | Consumer Staples | 9.57% |
