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
$459M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.46M
3
+$1.87M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$488K
5
BND icon
Vanguard Total Bond Market
BND
+$456K

Top Sells

1
+$1.21M
2
+$388K
3
+$270K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$252K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$235K

Sector Composition

1 Technology 15.24%
2 Consumer Discretionary 10.44%
3 Financials 8.71%
4 Consumer Staples 7.97%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$442K 0.1%
2,400
-555
127
$441K 0.1%
3,505
128
$430K 0.09%
7,102
-20
129
$421K 0.09%
3,005
+941
130
$420K 0.09%
2,846
+146
131
$403K 0.09%
1,382
+34
132
$395K 0.09%
4,904
+201
133
$394K 0.09%
2,049
+160
134
$392K 0.09%
1,079
135
$390K 0.09%
5,893
136
$381K 0.08%
1,680
+270
137
$375K 0.08%
1,202
+69
138
$374K 0.08%
5,992
139
$364K 0.08%
14,747
+4,420
140
$352K 0.08%
9,199
141
$352K 0.08%
5,246
+40
142
$352K 0.08%
12,600
143
$346K 0.08%
4,307
144
$344K 0.08%
1,569
145
$338K 0.07%
3,700
146
$333K 0.07%
3,180
+985
147
$331K 0.07%
830
148
$330K 0.07%
4,259
149
$317K 0.07%
6,715
150
$316K 0.07%
11,457
4 5
6
7 8