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
$245M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.54M
3
+$1.36M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$947K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$425K

Top Sells

1
+$884K
2
+$717K
3
+$391K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$367K
5
MET icon
MetLife
MET
+$282K

Sector Composition

1 Technology 15.61%
2 Healthcare 11.4%
3 Consumer Discretionary 10.5%
4 Financials 10.38%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$419K 0.17%
16,565
-700
102
$391K 0.16%
5,477
103
$383K 0.16%
8,480
104
$382K 0.16%
12,300
105
$369K 0.15%
5,602
+1
106
$367K 0.15%
11,055
-1,415
107
$359K 0.15%
1,464
108
$356K 0.15%
2,595
+1,015
109
$343K 0.14%
13,645
-400
110
$335K 0.14%
7,200
111
$330K 0.13%
12,600
112
$318K 0.13%
2,750
113
$316K 0.13%
18,017
-850
114
$316K 0.13%
12,875
-650
115
$316K 0.13%
4,218
+1
116
$314K 0.13%
4,827
117
$313K 0.13%
2,882
-663
118
$310K 0.13%
11,837
119
$286K 0.12%
11,630
-599
120
$275K 0.11%
3,266
121
$274K 0.11%
5,800
-1,290
122
$272K 0.11%
1,685
123
$272K 0.11%
5,050
+400
124
$269K 0.11%
3,305
125
$267K 0.11%
+5,225
3 4
5
6 7