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
$185M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$709K
2 +$516K
3 +$259K
4
RAI
Reynolds American Inc
RAI
+$233K
5
BAC icon
Bank of America
BAC
+$224K

Top Sells

1 +$758K
2 +$423K
3 +$310K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$284K
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