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
$312M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$751K
3
+$411K
4
AVGO icon
Broadcom
AVGO
+$386K
5
DD icon
DuPont de Nemours
DD
+$380K

Top Sells

1
+$3.81M
2
+$1.34M
3
+$566K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$513K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$488K

Sector Composition

1 Technology 14.84%
2 Consumer Discretionary 10.37%
3 Financials 9.35%
4 Consumer Staples 9.32%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$452K 0.14%
5,517
-85
102
$449K 0.14%
3,405
+523
103
$444K 0.14%
12,300
104
$424K 0.14%
2,500
+300
105
$415K 0.13%
7,280
-1,000
106
$411K 0.13%
9,058
-600
107
$402K 0.13%
7,200
108
$399K 0.13%
4,575
+507
109
$386K 0.12%
+13,400
110
$380K 0.12%
+5,067
111
$373K 0.12%
2,905
-300
112
$372K 0.12%
4,615
-3,625
113
$366K 0.12%
4,827
114
$352K 0.11%
13,025
-1,400
115
$345K 0.11%
4,747
116
$339K 0.11%
6,293
117
$328K 0.11%
+2,862
118
$327K 0.1%
3,604
119
$324K 0.1%
11,837
120
$324K 0.1%
1,715
121
$321K 0.1%
2,409
122
$317K 0.1%
12,600
123
$315K 0.1%
12,215
+450
124
$309K 0.1%
12,390
125
$308K 0.1%
3,977
-1,500
3 4
5
6 7