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
$250M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$938K
3
+$472K
4
NOC icon
Northrop Grumman
NOC
+$450K
5
IAU icon
iShares Gold Trust
IAU
+$325K

Top Sells

1
+$410K
2
+$330K
3
+$287K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$280K
5
WFC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.18%
18,867
-350
102
$421K 0.17%
9,984
+4,448
103
$414K 0.17%
5,601
-100
104
$393K 0.16%
7,416
+216
105
$387K 0.16%
5,682
106
$387K 0.16%
14,975
107
$385K 0.15%
6,309
108
$384K 0.15%
7,090
+1,290
109
$383K 0.15%
1,685
+12
110
$374K 0.15%
8,480
-400
111
$364K 0.15%
6,492
-145
112
$355K 0.14%
12,600
113
$342K 0.14%
9,582
+74
114
$340K 0.14%
4,216
115
$331K 0.13%
11,952
+1,766
116
$325K 0.13%
+13,525
117
$321K 0.13%
13,039
118
$319K 0.13%
7,324
-1,165
119
$308K 0.12%
4,050
120
$305K 0.12%
3,605
121
$293K 0.12%
4,240
122
$289K 0.12%
2,520
+508
123
$283K 0.11%
4,827
124
$280K 0.11%
1,940
125
$278K 0.11%
21,750
2 3 4
5
6