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
$201M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$728K
3
+$513K
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K

Top Sells

1
+$1.5M
2
+$1.05M
3
+$360K
4
SLMAP
SLM Corporation PFD STK Ser A 6.97%
SLMAP
+$331K
5
BIIB icon
Biogen
BIIB
+$278K

Sector Composition

1 Technology 16.6%
2 Healthcare 14.7%
3 Financials 11.88%
4 Consumer Staples 11.33%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.16M 4.06%
48,181
-543
2
$6.43M 3.2%
48,578
-926
3
$6.29M 3.13%
174,612
-9,996
4
$6.25M 3.11%
77,478
-737
5
$5.83M 2.9%
84,637
-1,638
6
$5.74M 2.85%
49,658
-368
7
$5.2M 2.58%
154,047
-894
8
$5.13M 2.55%
39,594
+709
9
$4.93M 2.45%
35,528
-1,843
10
$4.89M 2.43%
31,924
-219
11
$4.69M 2.33%
149,970
-1,771
12
$4.69M 2.33%
185,751
-84
13
$4.53M 2.25%
66,979
+188
14
$4.43M 2.2%
95,320
-2,280
15
$4.35M 2.16%
18,779
-384
16
$4.29M 2.13%
142,638
-4,645
17
$4.19M 2.08%
27,728
-788
18
$4.04M 2.01%
16,630
+525
19
$3.71M 1.84%
34,868
-852
20
$3.6M 1.79%
41,325
-357
21
$3.6M 1.79%
46,377
+9,395
22
$3.41M 1.7%
18,387
-984
23
$3.3M 1.64%
36,149
-859
24
$3.22M 1.6%
65,727
-1,611
25
$3.13M 1.56%
19,007
+187
1
2 3 4 5