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
$201M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$728K
3
+$513K
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K

Top Sells

1
+$1.5M
2
+$1.05M
3
+$360K
4
SLMAP
SLM Corporation PFD STK Ser A 6.97%
SLMAP
+$331K
5
BIIB icon
Biogen
BIIB
+$278K

Sector Composition

1 Technology 16.6%
2 Healthcare 14.7%
3 Financials 11.88%
4 Consumer Staples 11.33%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,017
127
– –
-2,715
128
– –
-3,227
129
– –
-6,756
130
– –
-3,300
131
– –
-6,530
2 3 4 5
6