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
$312M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$751K
3
+$411K
4
AVGO icon
Broadcom
AVGO
+$386K
5
DD icon
DuPont de Nemours
DD
+$380K

Top Sells

1
+$3.81M
2
+$1.34M
3
+$566K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$513K
5
SHM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.1%
5,800
127
$305K 0.1%
2,750
128
$300K 0.1%
3,837
+445
129
$297K 0.1%
1,702
+50
130
$292K 0.09%
20,750
-1,000
131
$285K 0.09%
4,450
132
$277K 0.09%
1,685
133
$262K 0.08%
6,098
-222
134
$261K 0.08%
4,437
+2
135
$258K 0.08%
1,398
+50
136
$257K 0.08%
11,547
+968
137
$257K 0.08%
9,199
138
$254K 0.08%
2,747
-600
139
$250K 0.08%
+5,065
140
$250K 0.08%
2,258
141
$248K 0.08%
+49,600
142
$243K 0.08%
2,124
-150
143
$243K 0.08%
16,598
-29,097
144
$237K 0.08%
1,182
145
$237K 0.08%
2,055
146
$237K 0.08%
9,345
-200
147
$232K 0.07%
12,710
148
$229K 0.07%
6,715
149
$227K 0.07%
+2,722
150
$224K 0.07%
+910
3 4 5
6
7