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
$459M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.46M
3
+$1.87M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$488K
5
BND icon
Vanguard Total Bond Market
BND
+$456K

Top Sells

1
+$1.21M
2
+$388K
3
+$270K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$252K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$235K

Sector Composition

1 Technology 15.24%
2 Consumer Discretionary 10.44%
3 Financials 8.71%
4 Consumer Staples 7.97%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$687K 0.15%
3,661
-25
102
$687K 0.15%
6,743
+1,568
103
$684K 0.15%
8,803
104
$672K 0.15%
5,842
105
$646K 0.14%
8,157
+957
106
$644K 0.14%
17,897
107
$643K 0.14%
2,800
+50
108
$624K 0.14%
12,120
-544
109
$605K 0.13%
9,058
110
$599K 0.13%
7,240
111
$595K 0.13%
10,721
112
$577K 0.13%
5,123
113
$560K 0.12%
1,932
+26
114
$555K 0.12%
3,747
-161
115
$536K 0.12%
9,700
116
$527K 0.11%
9,779
-500
117
$502K 0.11%
23,110
-1,403
118
$494K 0.11%
20,400
+2,700
119
$492K 0.11%
12,300
120
$489K 0.11%
9,630
121
$488K 0.11%
+72,250
122
$487K 0.11%
13,364
+3,700
123
$469K 0.1%
1,573
124
$456K 0.1%
+5,304
125
$448K 0.1%
5,251
+201
3 4
5
6 7