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
$177M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$886K
3
+$832K
4
MCK icon
McKesson
MCK
+$711K
5
ECL icon
Ecolab
ECL
+$695K

Top Sells

1
+$3.24M
2
+$1.49M
3
+$641K
4
CF icon
CF Industries
CF
+$460K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$315K

Sector Composition

1 Technology 18.04%
2 Healthcare 14.25%
3 Consumer Staples 11.02%
4 Financials 10.49%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.45%
50,328
+3,873
27
$2.54M 1.44%
64,988
+3,279
28
$2.51M 1.41%
19,444
+905
29
$2.4M 1.35%
21,048
+7,767
30
$2.11M 1.19%
27,381
+711
31
$2.11M 1.19%
17,905
+308
32
$2.02M 1.14%
30,487
+18,307
33
$1.93M 1.09%
32,524
+2,390
34
$1.81M 1.02%
11,485
+4,520
35
$1.69M 0.95%
15,115
+65
36
$1.68M 0.95%
21,138
+1,408
37
$1.59M 0.9%
14,364
+264
38
$1.59M 0.9%
39,440
+2,339
39
$1.58M 0.89%
34,992
+487
40
$1.54M 0.87%
22,500
+2,824
41
$1.48M 0.83%
113,546
+18,347
42
$1.02M 0.58%
38,339
-55,856
43
$947K 0.53%
9,034
+1,379
44
$929K 0.52%
33,024
-3,089
45
$913K 0.51%
16,879
+1,172
46
$907K 0.51%
10,115
+100
47
$885K 0.5%
11,059
+135
48
$881K 0.5%
17,445
+1,162
49
$873K 0.49%
13,776
-285
50
$870K 0.49%
10,787
-242
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2
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