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
$395M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M
2 +$981K
3 +$728K
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$580K
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$569K

Top Sells

1 +$2.45M
2 +$916K
3 +$853K
4
UL icon
Unilever
UL
+$838K
5
COF.PRF
Capital One Financial Corporation
COF.PRF
+$385K

Sector Composition

1 Technology 15.74%
2 Consumer Discretionary 10.49%
3 Consumer Staples 9.01%
4 Financials 8.35%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-55,500