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
$155M
AUM Growth
-$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$370K
3
+$308K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$268K
5
GLD icon
SPDR Gold Trust
GLD
+$227K

Top Sells

1
+$1.47M
2
+$865K
3
+$580K
4
JNJ icon
Johnson & Johnson
JNJ
+$512K
5
IBM icon
IBM
IBM
+$441K

Sector Composition

1 Technology 17.74%
2 Healthcare 13.55%
3 Consumer Staples 12.32%
4 Financials 11.36%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.97M 4.49%
74,112
-3,799
2
$6.64M 4.27%
71,289
-650
3
$6.04M 3.89%
43,711
-1,770
4
$5.17M 3.33%
148,397
-9,753
5
$5M 3.22%
40,732
-758
6
$4.67M 3.01%
43,786
-4,801
7
$4.42M 2.85%
175,536
-15,836
8
$3.96M 2.55%
85,340
-3,020
9
$3.65M 2.35%
145,109
-8,479
10
$3.65M 2.35%
68,136
11
$3.53M 2.27%
138,534
+1,425
12
$3.11M 2%
38,812
+3,351
13
$3.02M 1.95%
31,860
-365
14
$3M 1.93%
57,766
+81
15
$2.99M 1.92%
36,988
+166
16
$2.98M 1.92%
12,351
-337
17
$2.97M 1.91%
33,397
-2,029
18
$2.96M 1.9%
35,300
-325
19
$2.94M 1.89%
21,631
-1,615
20
$2.83M 1.83%
96,907
-4,229
21
$2.63M 1.69%
41,996
-11
22
$2.57M 1.66%
48,633
-1,078
23
$2.57M 1.65%
34,348
-483
24
$2.56M 1.65%
65,591
+950
25
$2.4M 1.54%
31,316
-360
1
2 3 4 5