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
$250M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$938K
3
+$472K
4
NOC icon
Northrop Grumman
NOC
+$450K
5
IAU icon
iShares Gold Trust
IAU
+$325K

Top Sells

1
+$410K
2
+$330K
3
+$287K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$280K
5
WFC icon
Wells Fargo
WFC
+$272K

Sector Composition

1 Technology 16.66%
2 Healthcare 11.97%
3 Consumer Discretionary 10.76%
4 Financials 10.7%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.72M 3.49%
46,697
+237
2
$8.13M 3.26%
82,451
-909
3
$7.79M 3.12%
168,372
-2,996
4
$7.5M 3%
150,797
-191
5
$7.49M 3%
+81,732
6
$6.95M 2.78%
57,274
+60
7
$6.77M 2.71%
81,843
+306
8
$6.62M 2.65%
153,723
-2,276
9
$5.97M 2.39%
30,722
-162
10
$5.88M 2.35%
34,796
-369
11
$5.66M 2.27%
51,950
-2,282
12
$5.35M 2.14%
56,006
+962
13
$5.32M 2.13%
186,459
-669
14
$5.18M 2.08%
91,740
-2,120
15
$5.12M 2.05%
18,541
-102
16
$5.05M 2.03%
32,259
-19
17
$4.58M 1.84%
43,991
-385
18
$4.45M 1.78%
22,814
-34
19
$4.17M 1.67%
66,929
20
$4.09M 1.64%
52,372
+2,120
21
$3.98M 1.59%
46,820
+940
22
$3.96M 1.59%
37,831
+143
23
$3.84M 1.54%
27,106
-4
24
$3.81M 1.52%
248,800
25
$3.76M 1.51%
33,922
-1,197
1
2 3 4 5