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
$410M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.99M
3
+$752K
4
ALSN icon
Allison Transmission
ALSN
+$634K
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$405K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$620K
4
GLD icon
SPDR Gold Trust
GLD
+$435K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 11.16%
3 Financials 9.03%
4 Consumer Staples 8.34%
5 Healthcare 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$390K 0.1%
5,050
-85
127
$388K 0.09%
+5,000
128
$385K 0.09%
1,817
-301
129
$373K 0.09%
4,307
-220
130
$359K 0.09%
2,700
131
$357K 0.09%
1,889
-25
132
$351K 0.09%
5,992
133
$349K 0.09%
1,079
134
$349K 0.09%
5,893
135
$345K 0.08%
9,199
136
$341K 0.08%
5,206
-221
137
$341K 0.08%
1,569
138
$341K 0.08%
1,133
139
$339K 0.08%
3,700
140
$329K 0.08%
4,259
-85
141
$327K 0.08%
1,348
-145
142
$314K 0.08%
11,457
-500
143
$314K 0.08%
1,410
-60
144
$310K 0.08%
19,750
145
$307K 0.07%
6,715
146
$307K 0.07%
12,600
147
$306K 0.07%
1,512
148
$302K 0.07%
3,977
-1,477
149
$299K 0.07%
4,679
-85
150
$298K 0.07%
830
4 5
6
7 8