AWM

Altavista Wealth Management Portfolio holdings

AUM $496M
1-Year Est. Return 20.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.51M
3
+$1.36M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.01M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$453K

Top Sells

1
+$996K
2
+$880K
3
+$391K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$365K
5
MET icon
MetLife
MET
+$282K

Sector Composition

1 Technology 15.61%
2 Healthcare 11.4%
3 Consumer Discretionary 10.5%
4 Financials 10.38%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,148
152
– –
-6,042
153
– –
-9,548
154
– –
-5,302
3 4 5 6
7