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
$181M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.27M
3
+$3.21M
4
VLO icon
Valero Energy
VLO
+$721K
5
KHC icon
Kraft Heinz
KHC
+$494K

Top Sells

1
+$3.18M
2
+$3.14M
3
+$874K
4
NKE icon
Nike
NKE
+$625K
5
COST icon
Costco
COST
+$521K

Sector Composition

1 Technology 16.89%
2 Healthcare 15.7%
3 Consumer Staples 13.31%
4 Financials 10.29%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.45%
23,045
+1,997
27
$2.62M 1.45%
67,606
28
$2.61M 1.44%
13,969
+2,484
29
$2.38M 1.32%
29,426
-2,674
30
$2.37M 1.31%
18,712
+807
31
$2.36M 1.3%
44,135
-6,193
32
$2.36M 1.3%
66,500
+1,512
33
$2.18M 1.2%
26,884
-497
34
$2.03M 1.12%
32,718
+194
35
$1.94M 1.07%
22,179
+1,041
36
$1.93M 1.06%
30,487
37
$1.78M 0.98%
37,122
+2,130
38
$1.71M 0.94%
15,182
+818
39
$1.69M 0.93%
14,818
-297
40
$1.67M 0.92%
38,240
-1,200
41
$1.63M 0.9%
115,011
+1,465
42
$1.09M 0.6%
32,497
-527
43
$968K 0.53%
8,163
+1,929
44
$956K 0.53%
11,144
+357
45
$943K 0.52%
16,891
+12
46
$942K 0.52%
13,214
-562
47
$915K 0.5%
9,965
-150
48
$907K 0.5%
12,329
+5,030
49
$900K 0.5%
8,402
-632
50
$853K 0.47%
15,509
-1,936
1
2
3 4 5