AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
1-Year Return
20.88%
This Quarter Return
-0.21%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$450M
AUM Growth
-$8.75M
(-1.9%)
Cap. Flow
-$6.33M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
39.33%
Holding
187
New
5
Increased
52
Reduced
84
Closed
5
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.36M |
| 2 |
TJX Companies
TJX
|
$776K |
| 3 |
Truist Financial
TFC
|
$680K |
| 4 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
$397K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$391K |
Top Sells
| 1 |
Target
TGT
|
$1.31M |
| 2 |
Microsoft
MSFT
|
$1.1M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$853K |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$736K |
| 5 |
Meta Platforms (Facebook)
META
|
$706K |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Consumer Discretionary | 10.97% |
| 3 | Financials | 8.92% |
| 4 | Consumer Staples | 7.46% |
| 5 | Healthcare | 7.29% |
