AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
1-Year Est. Return
20.88%
1 Year Est. Return
+20.88%
AUM
$450M
AUM Growth
-$8.75M
(-1.9%)
Holding
187
Top Buys
| 1 | +$1.36M | |
| 2 | +$776K | |
| 3 | +$680K | |
| 4 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
+$397K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$391K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$1.1M | |
| 3 | +$853K | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$736K |
| 5 |
Meta Platforms (Facebook)
META
|
+$706K |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Consumer Discretionary | 10.97% |
| 3 | Financials | 8.92% |
| 4 | Consumer Staples | 7.46% |
| 5 | Healthcare | 7.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core US Aggregate Bond ETF
AGG
$133B
| $57.9M | 12.86% |
503,869
+11,808
|
|
||
2
Apple
AAPL
$3.89T
| $19.6M | 4.35% |
138,410
+1,151
|
|
||
3
Microsoft
MSFT
$3.84T
| $15.8M | 3.52% |
56,123
-3,892
|
|
||
4
Berkshire Hathaway Class B
BRK.B
$1.07T
| $15.1M | 3.35% |
55,188
-2,119
|
|
||
5
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.73B
| $12.6M | 2.8% |
597,789
+16,269
|
|
||
6
Tractor Supply
TSCO
$29.3B
| $12.6M | 2.8% |
310,505
|
|
||
7
3M
MMM
$82.4B
| $12.2M | 2.7% |
82,931
-306
|
|
||
8
iShares Core MSCI EAFE ETF
IEFA
$158B
| $10.7M | 2.38% |
144,235
+4,360
|
|
||
9
PepsiCo
PEP
$210B
| $10.3M | 2.29% |
68,365
+1,196
|
|
||
10
Alphabet (Google) Class A
GOOGL
$3.1T
| $10.2M | 2.27% |
76,420
-6,380
|
|
||
11
Johnson & Johnson
JNJ
$467B
| $9.35M | 2.08% |
57,909
-786
|
|
||
12
Lowe's Companies
LOW
$136B
| $8.94M | 1.99% |
44,084
-579
|
|
||
13
Vanguard FTSE All-World ex-US ETF
VEU
$51.5B
| $8.32M | 1.85% |
136,558
-629
|
|
||
14
Cisco
CSCO
$279B
| $8.02M | 1.78% |
147,396
-6,124
|
|
||
15
Amazon
AMZN
$2.31T
| $7.94M | 1.77% |
48,360
+160
|
|
||
16
JPMorgan Chase
JPM
$823B
| $7.56M | 1.68% |
46,164
-2,187
|
|
||
17
Roper Technologies
ROP
$54.4B
| $7.26M | 1.61% |
16,277
-619
|
|
||
18
Stryker
SYK
$146B
| $7.25M | 1.61% |
27,487
-1,492
|
|
||
19
Walmart
WMT
$853B
| $7.18M | 1.6% |
154,560
-3,441
|
|
||
|
20
Meta Platforms (Facebook)
META
$1.84T
| $7.15M | 1.59% |
21,076
-2,081
|
|
||
21
McDonald's
MCD
$220B
| $6.92M | 1.54% |
28,689
-635
|
|
||
22
Home Depot
HD
$387B
| $6.27M | 1.39% |
19,098
-606
|
|
||
23
Pfizer
PFE
$140B
| $6.11M | 1.36% |
142,066
+1,816
|
|
||
24
Walt Disney
DIS
$201B
| $5.87M | 1.31% |
34,702
-1,278
|
|
||
25
Union Pacific
UNP
$135B
| $4.91M | 1.09% |
25,065
+164
|
|