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
$364M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.6M
3
+$1.45M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.14M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$605K

Top Sells

1
+$3.65M
2
+$1.22M
3
+$807K
4
AMZN icon
Amazon
AMZN
+$674K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 11.01%
3 Consumer Staples 9.48%
4 Healthcare 8%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$474K 0.13%
8,700
+240
102
$468K 0.13%
15,624
+3,464
103
$459K 0.13%
16,765
-220
104
$456K 0.13%
5,209
-121
105
$454K 0.12%
5,465
+2,665
106
$442K 0.12%
5,340
+1,125
107
$439K 0.12%
3,277
-79
108
$430K 0.12%
5,454
+1
109
$415K 0.11%
5,195
+250
110
$413K 0.11%
7,200
111
$413K 0.11%
10,854
112
$411K 0.11%
4,028
-807
113
$407K 0.11%
2,750
114
$407K 0.11%
2,038
+1
115
$397K 0.11%
1,849
-696
116
$396K 0.11%
1,573
117
$391K 0.11%
3,710
118
$386K 0.11%
4,803
-465
119
$386K 0.11%
17,265
+4,265
120
$386K 0.11%
7,122
+100
121
$385K 0.11%
15,290
122
$383K 0.11%
3,155
123
$381K 0.1%
1,685
+592
124
$378K 0.1%
4,527
125
$368K 0.1%
27,200
+1,000
3 4
5
6 7