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
+$432K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$383K
3
+$307K
4
TGT icon
Target
TGT
+$274K
5
MET icon
MetLife
MET
+$260K

Top Sells

1
+$777K
2
+$776K
3
+$445K
4
UNH icon
UnitedHealth
UNH
+$388K
5
JPS
Nuveen Preferred & Income Securities Fund
JPS
+$368K

Sector Composition

1 Technology 17.16%
2 Healthcare 13.63%
3 Consumer Staples 13.07%
4 Financials 10.88%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.69M 4.68%
78,753
-1,080
2
$6.08M 3.7%
72,853
-923
3
$5.64M 3.43%
45,117
-554
4
$5.24M 3.19%
42,194
-265
5
$5.22M 3.18%
53,111
-512
6
$4.11M 2.5%
159,111
-571
7
$3.97M 2.42%
207,144
+42,140
8
$3.71M 2.26%
90,545
-1,616
9
$3.53M 2.15%
157,532
-93
10
$3.45M 2.1%
68,136
11
$3.45M 2.1%
135,459
+1,248
12
$3.28M 2%
40,998
-3,585
13
$3.17M 1.93%
32,368
-282
14
$3.11M 1.9%
39,488
-1,432
15
$3.09M 1.88%
37,932
-1,220
16
$3.01M 1.83%
60,580
-2,336
17
$2.89M 1.76%
105,301
-18
18
$2.85M 1.74%
35,425
-468
19
$2.79M 1.7%
41,762
-585
20
$2.76M 1.68%
34,485
+1,411
21
$2.69M 1.64%
24,935
+330
22
$2.67M 1.62%
12,961
-889
23
$2.63M 1.6%
50,858
-70
24
$2.58M 1.57%
64,639
+1,360
25
$2.45M 1.49%
50,161
-1,100
1
2 3 4 5