AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+17.31%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$345M
AUM Growth
+$345M
(+18%)
Cap. Flow
+$7.46M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
37.28%
Holding
173
New
19
Increased
51
Reduced
57
Closed
5
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.42M |
| 2 |
Broadcom
AVGO
|
$1.4M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.34M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.13M |
| 5 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$975K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.69M |
| 2 |
Bank of America
BAC
|
$934K |
| 3 |
Apple
AAPL
|
$899K |
| 4 |
ISG.CL
ING Groep N.V. 6.125% ING Perpetual Debt Securities Called
ISG.CL
|
$897K |
| 5 |
Travelers Companies
TRV
|
$786K |
Sector Composition
| 1 | Technology | 16.4% |
| 2 | Consumer Discretionary | 10.59% |
| 3 | Consumer Staples | 9.11% |
| 4 | Healthcare | 7.88% |
| 5 | Financials | 7.44% |
