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
$410M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.99M
3
+$752K
4
ALSN icon
Allison Transmission
ALSN
+$634K
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$405K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$620K
4
GLD icon
SPDR Gold Trust
GLD
+$435K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 11.16%
3 Financials 9.03%
4 Consumer Staples 8.34%
5 Healthcare 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$625K 0.15%
10,721
102
$598K 0.15%
23,735
+4,760
103
$597K 0.15%
7,240
+1,500
104
$575K 0.14%
12,664
+1,646
105
$572K 0.14%
9,058
106
$560K 0.14%
24,513
-414
107
$554K 0.14%
5,123
-86
108
$540K 0.13%
3,908
-61
109
$532K 0.13%
7,200
110
$530K 0.13%
9,700
111
$528K 0.13%
3,277
112
$523K 0.13%
1,906
+49
113
$514K 0.13%
2,750
114
$504K 0.12%
10,279
-150
115
$489K 0.12%
9,630
116
$489K 0.12%
2,955
-200
117
$486K 0.12%
36,440
+6,520
118
$476K 0.12%
5,175
+380
119
$465K 0.11%
17,565
+800
120
$448K 0.11%
12,300
121
$447K 0.11%
1,573
122
$443K 0.11%
7,122
123
$409K 0.1%
3,505
124
$402K 0.1%
17,700
-5,500
125
$397K 0.1%
4,703
3 4
5
6 7