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
$395M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$981K
3
+$728K
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$580K
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$569K

Top Sells

1
+$2.45M
2
+$916K
3
+$853K
4
UL icon
Unilever
UL
+$838K
5
COF.PRF
Capital One Financial Corporation
COF.PRF
+$385K

Sector Composition

1 Technology 15.74%
2 Consumer Discretionary 10.49%
3 Consumer Staples 9.01%
4 Financials 8.35%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.1%
12,300
127
$392K 0.1%
4,527
128
$391K 0.1%
29,920
+2,720
129
$377K 0.1%
4,703
-100
130
$367K 0.09%
5,135
-200
131
$356K 0.09%
11,957
132
$351K 0.09%
2,700
133
$350K 0.09%
5,992
-350
134
$350K 0.09%
1,493
-75
135
$346K 0.09%
+1,470
136
$339K 0.09%
3,700
137
$336K 0.09%
5,893
138
$334K 0.08%
1,569
139
$329K 0.08%
1,079
140
$325K 0.08%
1,133
-100
141
$322K 0.08%
19,750
142
$314K 0.08%
1,914
143
$309K 0.08%
4,344
144
$299K 0.08%
3,213
-193
145
$298K 0.08%
14,500
-800
146
$294K 0.07%
830
147
$292K 0.07%
5,427
-1,342
148
$286K 0.07%
1,512
149
$282K 0.07%
2,094
150
$271K 0.07%
6,715
4 5
6
7 8