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
$250M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$938K
3
+$472K
4
NOC icon
Northrop Grumman
NOC
+$450K
5
IAU icon
iShares Gold Trust
IAU
+$325K

Top Sells

1
+$410K
2
+$330K
3
+$287K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$280K
5
WFC icon
Wells Fargo
WFC
+$272K

Sector Composition

1 Technology 16.66%
2 Healthcare 11.97%
3 Consumer Discretionary 10.76%
4 Financials 10.7%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$272K 0.11%
3,272
-822
127
$265K 0.11%
6,462
-609
128
$264K 0.11%
9,199
129
$260K 0.1%
3,604
130
$247K 0.1%
3,693
131
$245K 0.1%
3,905
-819
132
$235K 0.09%
2,750
-300
133
$233K 0.09%
1,687
+34
134
$230K 0.09%
1,169
-488
135
$229K 0.09%
2,174
-44
136
$217K 0.09%
+2,596
137
$212K 0.08%
+5,302
138
$211K 0.08%
+9,999
139
$205K 0.08%
+2,454
140
$204K 0.08%
+1,248
141
$203K 0.08%
+869
142
$202K 0.08%
+3,730
143
$201K 0.08%
1,509
-159
144
– –
-7,470
145
– –
-7,800
146
– –
-5,113
147
– –
-3,060
148
– –
-3,600
149
– –
-876
2 3 4 5
6