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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.62M
3
+$5.44M
4
GE icon
GE Aerospace
GE
+$4.87M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.5%
2 Consumer Staples 16.48%
3 Healthcare 13.38%
4 Financials 10.33%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.35%
+11,015
27
$1.99M 1.34%
+16,736
28
$1.93M 1.3%
+24,059
29
$1.92M 1.29%
+23,685
30
$1.89M 1.27%
+14,970
31
$1.72M 1.16%
+121,105
32
$1.72M 1.16%
+146,440
33
$1.57M 1.06%
+66,611
34
$1.55M 1.04%
+23,676
35
$1.48M 1%
+29,162
36
$1.42M 0.95%
+34,740
37
$1.39M 0.93%
+20,745
38
$1.29M 0.87%
+37,550
39
$1.19M 0.8%
+44,926
40
$1.17M 0.79%
+53,399
41
$1.15M 0.77%
+10,100
42
$1.07M 0.72%
+9,549
43
$1.06M 0.72%
+34,634
44
$1.05M 0.71%
+15,637
45
$946K 0.64%
+24,578
46
$934K 0.63%
+29,348
47
$921K 0.62%
+9,335
48
$919K 0.62%
+11,908
49
$913K 0.61%
+15,962
50
$897K 0.6%
+19,879
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