AWM

Altavista Wealth Management Portfolio holdings

AUM $496M
1-Year Est. Return 20.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$654K
2
+$496K
3
+$230K
4
RAI
Reynolds American Inc
RAI
+$221K
5
BAC icon
Bank of America
BAC
+$195K

Top Sells

1
+$692K
2
+$423K
3
+$312K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$290K
5
DLTR icon
Dollar Tree
DLTR
+$265K

Sector Composition

1 Technology 16.99%
2 Healthcare 14.09%
3 Financials 12.47%
4 Consumer Staples 11.99%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,778
127
– –
-2,005
128
– –
-5,050
2 3 4 5
6