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
$162M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$722K
3
+$452K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$342K

Top Sells

1
+$1.38M
2
+$438K
3
+$429K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$375K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$348K

Sector Composition

1 Technology 18.49%
2 Healthcare 13.95%
3 Consumer Staples 12.9%
4 Financials 11.63%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.03M 4.33%
75,745
+1,633
2
$6.62M 4.08%
70,039
-1,250
3
$6.51M 4.01%
43,628
-83
4
$5.28M 3.26%
145,214
-3,183
5
$5.04M 3.11%
42,011
+1,279
6
$4.85M 2.99%
177,512
+1,976
7
$4.65M 2.87%
44,527
+741
8
$3.99M 2.46%
144,551
-558
9
$3.98M 2.45%
138,909
+375
10
$3.92M 2.41%
83,770
-1,570
11
$3.88M 2.39%
67,606
-530
12
$3.41M 2.1%
36,268
-720
13
$3.27M 2.01%
36,110
+810
14
$3.26M 2.01%
34,760
+1,363
15
$3.25M 2%
59,457
+1,691
16
$3.04M 1.88%
44,955
-3,678
17
$3.02M 1.86%
32,337
+477
18
$2.98M 1.84%
99,986
+3,079
19
$2.96M 1.82%
39,267
+2,221
20
$2.94M 1.81%
36,764
-2,048
21
$2.78M 1.71%
37,401
+3,053
22
$2.76M 1.7%
10,661
-1,690
23
$2.66M 1.64%
43,002
+1,006
24
$2.65M 1.63%
66,462
+871
25
$2.56M 1.58%
53,369
+3,497
1
2 3 4 5