AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
1-Year Est. Return
20.88%
This Fund
S&P 500
1 Year Est. Return
+20.88%
AUM
$496M
AUM Growth
+$45.7M
(+10%)
Holding
190
Top Buys
| 1 | +$502K | |
| 2 | +$392K | |
| 3 | +$359K | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$353K |
| 5 |
Mastercard
MA
|
+$290K |
Top Sells
| 1 | +$430K | |
| 2 | +$326K | |
| 3 | +$218K | |
| 4 |
Medtronic
MDT
|
+$215K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$178K |
Sector Composition
| 1 | Technology | 16.98% |
| 2 | Consumer Discretionary | 11.59% |
| 3 | Financials | 8.66% |
| 4 | Consumer Staples | 7.64% |
| 5 | Healthcare | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Nike
NKE
$81.5B
| $245K | 0.05% |
1,468
|
|
||
177
iShares Russell 2000 ETF
IWM
$70.2B
| $243K | 0.05% |
1,094
|
|
||
178
Public Service Enterprise Group
PEG
$42.3B
| $243K | 0.05% |
3,635
|
|
||
179
Kimberly-Clark
KMB
$33.3B
| $242K | 0.05% |
1,695
|
|
||
180
iShares Russell 2000 Value ETF
IWN
$12.3B
| $234K | 0.05% |
1,409
|
|
||
181
Wells Fargo
WFC
$233B
| $222K | 0.04% |
4,618
|
|
||
182
Lockheed Martin
LMT
$148B
| $210K | 0.04% |
+590
|
|
||
183
VanEck Semiconductor ETF
SMH
$45B
| $208K | 0.04% |
+1,350
|
|
||
184
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.38B
| $204K | 0.04% |
+4,050
|
|
||
185
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.8B
| $204K | 0.04% |
1,540
-120
|
|
||
186
Matsons
MATX
$4.64B
| $202K | 0.04% |
+2,247
|
|
||
187
Corteva
CTVA
$53.3B
| $201K | 0.04% |
+4,259
|
|
||
|
188
Medtronic
MDT
$113B
| – | – |
-1,714
|
|