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
$163M
AUM Growth
+$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.06M
3
+$529K
4
ROP icon
Roper Technologies
ROP
+$489K
5
JWN
Nordstrom
JWN
+$453K

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.01M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$634K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$573K

Sector Composition

1 Technology 18.84%
2 Healthcare 14.88%
3 Consumer Staples 12.28%
4 Financials 11.72%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.16M 3.79%
74,092
-3
2
$6.02M 3.7%
44,236
+110
3
$5.84M 3.59%
45,873
+3,230
4
$5.53M 3.4%
176,500
+732
5
$5.37M 3.3%
57,553
-12,053
6
$4.7M 2.89%
48,228
+3,563
7
$4.43M 2.72%
145,769
+1,782
8
$4.06M 2.5%
147,929
+5,879
9
$4M 2.46%
67,606
10
$3.81M 2.34%
33,392
-692
11
$3.75M 2.3%
84,956
-1,012
12
$3.45M 2.12%
145,929
+8,145
13
$3.4M 2.09%
35,614
+195
14
$3.37M 2.07%
59,887
-925
15
$3.36M 2.07%
41,168
+1,252
16
$3.09M 1.9%
32,524
-188
17
$3.06M 1.88%
+10,071
18
$2.93M 1.8%
37,407
+1,520
19
$2.79M 1.71%
55,927
+2,061
20
$2.79M 1.71%
105,772
+1,550
21
$2.78M 1.71%
34,655
+51
22
$2.69M 1.65%
70,860
+3,205
23
$2.67M 1.64%
23,730
+1,211
24
$2.62M 1.61%
145,685
25
$2.61M 1.61%
39,030
-575
1
2 3 4 5