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
$312M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$751K
3
+$411K
4
AVGO icon
Broadcom
AVGO
+$386K
5
DD icon
DuPont de Nemours
DD
+$380K

Top Sells

1
+$3.81M
2
+$1.34M
3
+$566K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$513K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$488K

Sector Composition

1 Technology 14.84%
2 Consumer Discretionary 10.37%
3 Financials 9.35%
4 Consumer Staples 9.32%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 10.73%
300,953
+240,616
2
$10.4M 3.32%
48,623
-1,496
3
$9.68M 3.1%
72,279
-4,223
4
$7.88M 2.52%
85,967
-41,608
5
$7.78M 2.49%
55,887
-1,826
6
$7.66M 2.45%
154,888
-5,772
7
$7.39M 2.37%
134,997
-7,193
8
$6.94M 2.22%
144,905
+3,122
9
$6.79M 2.18%
312,135
10
$6.55M 2.1%
49,977
-1,300
11
$6.5M 2.08%
17,751
-548
12
$6.44M 2.06%
174,840
-6,078
13
$6.3M 2.02%
30,660
-2,060
14
$6.06M 1.94%
29,201
-596
15
$5.6M 1.79%
29,035
-741
16
$5.37M 1.72%
53,188
-578
17
$5.26M 1.69%
85,728
+6,695
18
$5.11M 1.64%
46,626
-699
19
$5.1M 1.63%
36,495
-1,256
20
$5.06M 1.62%
53,440
-480
21
$5.02M 1.61%
44,873
+148
22
$4.81M 1.54%
88,880
-2,580
23
$4.78M 1.53%
35,905
-878
24
$4.71M 1.51%
114,536
+6,929
25
$4.7M 1.5%
239,785
+38,337
1
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