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
176
$218K 0.05%
1,755
177
$217K 0.05%
+803
178
$217K 0.05%
3,635
179
$212K 0.05%
4,100
180
$204K 0.04%
+1,400
181
$202K 0.04%
+1,158
182
– –
-5,000
183
– –
-749
184
– –
-7,919
4 5 6 7
8