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
$200M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.02M
3
+$705K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$661K
5
AGN
Allergan plc
AGN
+$531K

Top Sells

1
+$1.87M
2
+$516K
3
+$453K
4
CMCSA icon
Comcast
CMCSA
+$307K
5
SE
Spectra Energy Corp Wi
SE
+$271K

Sector Composition

1 Technology 16.98%
2 Healthcare 14.41%
3 Financials 11.76%
4 Consumer Staples 11.5%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.12M 4.06%
48,724
+116
2
$6.63M 3.32%
184,608
-12,600
3
$6.41M 3.21%
78,215
+1,817
4
$6.17M 3.09%
49,504
+901
5
$5.68M 2.84%
86,275
-298
6
$5.6M 2.8%
50,026
+30
7
$5.59M 2.8%
154,941
+3,640
8
$5.55M 2.78%
38,885
+520
9
$5.13M 2.57%
151,741
-41
10
$4.92M 2.46%
37,371
+329
11
$4.46M 2.23%
185,835
+8,388
12
$4.37M 2.19%
66,791
+50
13
$4.17M 2.08%
32,143
+1,126
14
$4.14M 2.07%
97,600
-1,160
15
$4.05M 2.03%
28,516
+633
16
$4.05M 2.03%
35,720
+941
17
$3.98M 1.99%
147,283
-4,284
18
$3.96M 1.98%
19,163
+207
19
$3.85M 1.93%
16,105
+2,223
20
$3.75M 1.87%
41,682
+570
21
$3.67M 1.84%
265,930
22
$3.49M 1.74%
41,672
+13,323
23
$3.25M 1.63%
37,008
+3,627
24
$3.18M 1.59%
19,371
-1,372
25
$3.17M 1.59%
67,338
-352
1
2 3 4 5