AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+9.53%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$395M
AUM Growth
+$395M
(+8.5%)
Cap. Flow
+$2.16M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
38.19%
Holding
177
New
14
Increased
39
Reduced
66
Closed
4
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.53M |
| 2 |
NextEra Energy, Inc.
NEE
|
$1.42M |
| 3 |
Allison Transmission
ALSN
|
$981K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$728K |
| 5 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$580K |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.45M |
| 2 |
Intel
INTC
|
$916K |
| 3 |
iShares Global REIT ETF
REET
|
$853K |
| 4 |
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% |
