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
151
$295K 0.07%
9,664
+1,565
152
$291K 0.07%
2,094
153
$289K 0.07%
2,950
-263
154
$263K 0.06%
2,064
155
$262K 0.06%
6,718
156
$256K 0.06%
5,855
+225
157
$248K 0.06%
10,327
158
$247K 0.06%
3,250
159
$247K 0.06%
700
160
$244K 0.06%
5,620
161
$239K 0.06%
26,245
162
$239K 0.06%
1,855
163
$232K 0.06%
6,000
164
$225K 0.05%
+1,409
165
$222K 0.05%
2,195
166
$219K 0.05%
3,635
167
$218K 0.05%
+2,910
168
$211K 0.05%
+1,730
169
$207K 0.05%
1,755
-50
170
$207K 0.05%
+730
171
$206K 0.05%
4,100
172
$201K 0.05%
+749
173
$201K 0.05%
7,919
174
– –
-1,053
175
– –
-837
4 5 6
7
8