AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+3.91%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(+11%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
6.33%
Top 10 Holdings %
Top 10 Hldgs %
33.49%
Holding
162
New
9
Increased
46
Reduced
73
Closed
1
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$26.8M |
| 2 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$751K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$411K |
| 4 |
Broadcom
AVGO
|
$386K |
| 5 |
DuPont de Nemours
DD
|
$380K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.81M |
| 2 |
Exxon Mobil
XOM
|
$1.34M |
| 3 |
Microsoft
MSFT
|
$566K |
| 4 |
VanEck Intermediate Muni ETF
ITM
|
$513K |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$488K |
Sector Composition
| 1 | Technology | 14.84% |
| 2 | Consumer Discretionary | 10.37% |
| 3 | Financials | 9.35% |
| 4 | Consumer Staples | 9.32% |
| 5 | Healthcare | 9.22% |
