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
151
$314K 0.07%
1,454
-58
152
$314K 0.07%
+20,007
153
$312K 0.07%
27,445
+1,200
154
$310K 0.07%
18,750
-1,000
155
$298K 0.07%
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156
$296K 0.06%
4,679
157
$293K 0.06%
3,977
158
$292K 0.06%
11,378
-6,187
159
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700
160
$282K 0.06%
6,218
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161
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2,110
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162
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6,090
+235
163
$275K 0.06%
5,620
164
$258K 0.06%
1,840
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165
$257K 0.06%
6,000
166
$256K 0.06%
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167
$252K 0.06%
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168
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169
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170
$250K 0.05%
1,510
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171
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172
$236K 0.05%
2,910
173
$230K 0.05%
2,146
-804
174
$223K 0.05%
+1,660
175
$223K 0.05%
+1,444
4 5 6
7
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