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
$162M
AUM Growth
+$30K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$468K
3
+$352K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$344K
5
OXY icon
Occidental Petroleum
OXY
+$275K

Top Sells

1
+$484K
2
+$416K
3
+$398K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
CFR icon
Cullen/Frost Bankers
CFR
+$240K

Sector Composition

1 Technology 18.6%
2 Healthcare 14.06%
3 Consumer Staples 12.82%
4 Financials 11.65%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.51%
108,130
-550
27
$2.44M 1.5%
43,041
+39
28
$2.43M 1.5%
53,866
+497
29
$2.22M 1.37%
25,340
+67
30
$2.15M 1.33%
34,584
+2,513
31
$2.11M 1.3%
12,259
+7,335
32
$2.1M 1.29%
17,719
-121
33
$2.09M 1.29%
20,269
+1,824
34
$2.05M 1.26%
74,283
+1,183
35
$1.93M 1.19%
34,095
-550
36
$1.91M 1.18%
17,647
-238
37
$1.7M 1.05%
15,275
+570
38
$1.64M 1.01%
14,820
+850
39
$1.49M 0.92%
24,571
+1,698
40
$1.38M 0.85%
29,028
-1,867
41
$1.33M 0.82%
65,360
+4,893
42
$1.31M 0.81%
39,812
-2,256
43
$1.22M 0.75%
31,170
+12,000
44
$1.19M 0.73%
8,573
-3,007
45
$1.01M 0.62%
25,136
-285
46
$999K 0.62%
12,768
+771
47
$985K 0.61%
13,513
+3,766
48
$981K 0.6%
22,740
+1,021
49
$975K 0.6%
11,390
-329
50
$925K 0.57%
22,165
+4,110
1
2
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