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
$183M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.18M
3
+$575K
4
ECL icon
Ecolab
ECL
+$562K
5
META icon
Meta Platforms (Facebook)
META
+$522K

Top Sells

1
+$1.89M
2
+$1.08M
3
+$915K
4
EMC
EMC CORPORATION
EMC
+$692K
5
MWR.CL
MORGAN STANLEY CAPITAL TRUST III
MWR.CL
+$615K

Sector Composition

1 Technology 17.26%
2 Healthcare 14.99%
3 Consumer Staples 12.8%
4 Financials 10.63%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.47%
68,321
+1,821
27
$2.56M 1.4%
28,764
+919
28
$2.56M 1.39%
20,342
+1,630
29
$2.48M 1.35%
14,896
+927
30
$2.25M 1.22%
33,721
+1,003
31
$2.24M 1.22%
27,677
-1,749
32
$2.22M 1.21%
25,971
-913
33
$2.18M 1.19%
22,366
+187
34
$1.87M 1.02%
30,487
35
$1.79M 0.98%
32,859
-19,750
36
$1.75M 0.95%
15,553
+371
37
$1.72M 0.94%
36,308
-814
38
$1.71M 0.93%
117,779
+2,768
39
$1.55M 0.85%
12,777
+4,614
40
$1.52M 0.83%
35,014
-3,226
41
$1.4M 0.76%
28,386
+11,690
42
$1.18M 0.64%
+28,160
43
$1.18M 0.64%
+12,219
44
$1.18M 0.64%
10,560
+2,158
45
$1.15M 0.63%
23,514
+6,466
46
$1.13M 0.62%
16,517
-27,618
47
$1.05M 0.57%
32,571
+74
48
$972K 0.53%
8,342
+1,210
49
$966K 0.53%
18,230
+4,097
50
$891K 0.49%
11,137
-7
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