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
$395M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$981K
3
+$728K
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$580K
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$569K

Top Sells

1
+$2.45M
2
+$916K
3
+$853K
4
UL icon
Unilever
UL
+$838K
5
COF.PRF
Capital One Financial Corporation
COF.PRF
+$385K

Sector Composition

1 Technology 15.74%
2 Consumer Discretionary 10.49%
3 Consumer Staples 9.01%
4 Financials 8.35%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$569K 0.14%
+10,025
102
$562K 0.14%
9,058
103
$558K 0.14%
5,209
104
$541K 0.14%
24,927
-3,479
105
$535K 0.14%
9,700
+1,000
106
$514K 0.13%
10,721
-133
107
$497K 0.13%
1,857
+8
108
$494K 0.13%
5,000
109
$494K 0.13%
7,200
110
$488K 0.12%
9,630
111
$479K 0.12%
3,277
112
$478K 0.12%
5,740
+400
113
$477K 0.12%
3,969
-59
114
$464K 0.12%
2,750
115
$463K 0.12%
2,118
+80
116
$460K 0.12%
18,975
+1,710
117
$458K 0.12%
3,155
118
$438K 0.11%
7,122
119
$432K 0.11%
16,765
120
$427K 0.11%
11,018
+1,723
121
$411K 0.1%
4,795
-400
122
$410K 0.1%
5,454
123
$408K 0.1%
1,573
124
$398K 0.1%
3,505
-205
125
$395K 0.1%
10,429
-5,195
3 4
5
6 7