AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+7.74%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$364M
AUM Growth
+$364M
(+5.3%)
Cap. Flow
+$8.62M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
39.04%
Holding
176
New
8
Increased
39
Reduced
79
Closed
13
Top Buys
| 1 |
Apple
AAPL
|
$12.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.71M |
| 3 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$1.6M |
| 4 |
abrdn Physical Silver Shares ETF
SIVR
|
$1.45M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$1.14M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.65M |
| 2 |
Meta Platforms (Facebook)
META
|
$807K |
| 3 |
Amazon
AMZN
|
$674K |
| 4 |
Microsoft
MSFT
|
$668K |
| 5 |
Exxon Mobil
XOM
|
$612K |
Sector Composition
| 1 | Technology | 15.8% |
| 2 | Consumer Discretionary | 11.01% |
| 3 | Consumer Staples | 9.48% |
| 4 | Healthcare | 8% |
| 5 | Financials | 7.52% |
