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
$364M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.6M
3
+$1.45M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.14M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$605K

Top Sells

1
+$3.65M
2
+$1.22M
3
+$807K
4
AMZN icon
Amazon
AMZN
+$674K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 11.01%
3 Consumer Staples 9.48%
4 Healthcare 8%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.1%
6,342
-700
127
$359K 0.1%
5,000
128
$359K 0.1%
12,300
129
$340K 0.09%
1,079
130
$339K 0.09%
3,700
-39,888
131
$330K 0.09%
+15,300
132
$329K 0.09%
5,450
+100
133
$315K 0.09%
2,700
134
$312K 0.09%
5,893
-88
135
$309K 0.09%
19,750
136
$309K 0.09%
2,094
-150
137
$309K 0.09%
1,568
-150
138
$307K 0.08%
5,335
-190
139
$306K 0.08%
11,957
140
$285K 0.08%
+9,295
141
$273K 0.08%
1,233
142
$273K 0.08%
1,914
-1,178
143
$272K 0.07%
3,406
+49
144
$259K 0.07%
830
145
$258K 0.07%
1,569
146
$257K 0.07%
1,512
-121
147
$252K 0.07%
700
148
$249K 0.07%
10,877
149
$244K 0.07%
2,095
-1,048
150
$241K 0.07%
4,344
-100
3 4 5
6
7