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
$164M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$876K
3
+$829K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$793K
5
EMC
EMC CORPORATION
EMC
+$776K

Top Sells

1
+$2.6M
2
+$1.06M
3
+$878K
4
IBM icon
IBM
IBM
+$820K
5
LOW icon
Lowe's Companies
LOW
+$723K

Sector Composition

1 Technology 16.55%
2 Consumer Staples 13.89%
3 Healthcare 13.05%
4 Financials 10.43%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.12M 4.95%
79,833
-1,335
2
$6.16M 3.76%
73,776
-2,830
3
$5.72M 3.49%
42,459
-1,451
4
$5.44M 3.32%
45,671
-1,144
5
$4.95M 3.02%
53,623
-1,587
6
$4.17M 2.54%
159,682
+200
7
$3.56M 2.17%
134,211
+5,700
8
$3.55M 2.17%
157,625
+6,857
9
$3.52M 2.15%
68,136
10
$3.47M 2.12%
92,161
-4,604
11
$3.41M 2.08%
44,583
-2,326
12
$3.31M 2.02%
165,004
-3,248
13
$3.17M 1.93%
32,650
-388
14
$3.04M 1.85%
40,920
-1,219
15
$3M 1.83%
42,347
-3,180
16
$2.97M 1.82%
35,893
-4,331
17
$2.94M 1.8%
39,152
-1,094
18
$2.86M 1.74%
62,916
-2,351
19
$2.65M 1.62%
105,319
+30,856
20
$2.64M 1.61%
33,074
+7,564
21
$2.62M 1.6%
24,605
+10,381
22
$2.57M 1.57%
50,928
-1,130
23
$2.54M 1.55%
51,261
-14,600
24
$2.39M 1.46%
63,279
-2,113
25
$2.36M 1.44%
25,118
-610
1
2 3 4 5