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
$312M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$751K
3
+$411K
4
AVGO icon
Broadcom
AVGO
+$386K
5
DD icon
DuPont de Nemours
DD
+$380K

Top Sells

1
+$3.81M
2
+$1.34M
3
+$566K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$513K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$488K

Sector Composition

1 Technology 14.84%
2 Consumer Discretionary 10.37%
3 Financials 9.35%
4 Consumer Staples 9.32%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$223K 0.07%
4,038
-200
152
$222K 0.07%
3,650
-1,500
153
$221K 0.07%
2,600
+200
154
$219K 0.07%
601
+50
155
$219K 0.07%
18,388
+1,500
156
$219K 0.07%
1,100
157
$215K 0.07%
11,177
-300
158
$210K 0.07%
+651
159
$205K 0.07%
+5,302
160
$204K 0.07%
15,308
-3,276
161
– –
-8,249
3 4 5 6
7