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
$364M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.6M
3
+$1.45M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.14M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$605K

Top Sells

1
+$3.65M
2
+$1.22M
3
+$807K
4
AMZN icon
Amazon
AMZN
+$674K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 11.01%
3 Consumer Staples 9.48%
4 Healthcare 8%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.3M 13.27%
408,749
+48,380
2
$16.7M 4.59%
143,953
-10,551
3
$12.9M 3.54%
61,149
-3,176
4
$11.9M 3.29%
56,104
-81
5
$9.24M 2.54%
445,817
+77,393
6
$9.11M 2.51%
65,755
+872
7
$8.71M 2.4%
144,500
+2,696
8
$8.71M 2.39%
303,675
-17,950
9
$8.5M 2.34%
57,101
-645
10
$7.94M 2.18%
47,858
-2,719
11
$7.43M 2.04%
47,220
-4,280
12
$7.34M 2.02%
157,425
-6,099
13
$7.05M 1.94%
136,212
+617
14
$6.55M 1.8%
16,567
-542
15
$6.54M 1.8%
129,530
-1,841
16
$6.33M 1.74%
86,320
-2,580
17
$6.31M 1.74%
28,769
-474
18
$6.19M 1.7%
23,628
-3,080
19
$6.14M 1.69%
29,487
-604
20
$5.91M 1.63%
150,036
-93
21
$5.84M 1.61%
21,036
-342
22
$4.87M 1.34%
24,758
-563
23
$4.87M 1.34%
139,932
+1,130
24
$4.81M 1.32%
38,772
-260
25
$4.73M 1.3%
26,680
-2,752
1
2 3 4 5