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
$364M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.6M
3
+$1.45M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.14M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$605K

Top Sells

1
+$3.65M
2
+$1.22M
3
+$807K
4
AMZN icon
Amazon
AMZN
+$674K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 11.01%
3 Consumer Staples 9.48%
4 Healthcare 8%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.07%
983
+80
152
$229K 0.06%
6,000
-98
153
$224K 0.06%
+4,764
154
$219K 0.06%
6,715
155
$217K 0.06%
55,500
-26,900
156
$214K 0.06%
999
-400
157
$213K 0.06%
5,925
158
$213K 0.06%
8,289
159
$210K 0.06%
6,769
160
$210K 0.06%
+1,855
161
$207K 0.06%
+3,250
162
$206K 0.06%
+5,630
163
– –
-3,500
164
– –
-22,170
165
– –
-1,810
166
– –
-14,962
167
– –
-2,478
168
– –
-1,924
169
– –
-7,300
170
– –
-11,384
171
– –
-11,552
172
– –
-12,600
173
– –
-6,205
174
– –
-13,190
175
– –
-9,483
3 4 5 6
7