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
$170M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.88M
3
+$1.37M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$798K
5
AGN
Allergan Inc
AGN
+$503K

Top Sells

1
+$2.07M
2
+$1.03M
3
+$777K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$539K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$531K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.76%
3 Consumer Staples 12.41%
4 Financials 11.34%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.23M 3.67%
47,155
+1,130
2
$5.96M 3.52%
76,492
+1,460
3
$5.93M 3.5%
39,717
-477
4
$5.21M 3.07%
151,359
+614
5
$5.17M 3.05%
50,352
-26
6
$5.16M 3.04%
51,591
-437
7
$5M 2.95%
190,196
+2,392
8
$4.84M 2.86%
87,322
+1,424
9
$4.45M 2.63%
+260,410
10
$4.14M 2.44%
152,510
-895
11
$3.8M 2.24%
32,162
-377
12
$3.68M 2.17%
35,024
+573
13
$3.68M 2.17%
95,120
+74,440
14
$3.62M 2.13%
11,571
+1,611
15
$3.56M 2.1%
38,342
+1,014
16
$3.46M 2.04%
169,533
+14,565
17
$3.43M 2.02%
18,062
+1,130
18
$3.4M 2%
67,606
19
$3.36M 1.98%
61,789
+1,283
20
$3.26M 1.92%
41,050
+1,837
21
$3.24M 1.91%
44,604
+2,036
22
$2.94M 1.73%
38,683
-349
23
$2.71M 1.6%
148,017
+13,138
24
$2.7M 1.59%
27,615
+1,874
25
$2.65M 1.56%
61,709
+1,866
1
2 3 4 5