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
$237M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.32M
3
+$1.11M
4
BAC icon
Bank of America
BAC
+$925K
5
RY icon
Royal Bank of Canada
RY
+$924K

Top Sells

1
+$1.34M
2
+$896K
3
+$843K
4
GLW icon
Corning
GLW
+$559K
5
MCK icon
McKesson
MCK
+$444K

Sector Composition

1 Technology 16.62%
2 Healthcare 12.54%
3 Financials 12.17%
4 Consumer Staples 11.02%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.18%
12,620
-1,608
27
$2.75M 1.16%
79,983
+32,431
28
$2.73M 1.16%
22,115
+572
29
$2.71M 1.14%
46,320
+780
30
$2.56M 1.08%
15,666
-1,370
31
$2.53M 1.07%
18,881
+744
32
$2.51M 1.06%
22,934
+4,243
33
$2.42M 1.02%
15,501
-2,847
34
$2.37M 1%
49,218
+7,761
35
$2.33M 0.99%
13,752
-27
36
$2.1M 0.89%
21,859
-1,200
37
$2.04M 0.86%
24,434
-15,993
38
$2.03M 0.86%
19,030
+247
39
$1.93M 0.82%
34,881
+58
40
$1.93M 0.81%
26,585
-2,655
41
$1.86M 0.78%
30,629
-14,764
42
$1.79M 0.76%
13,018
+195
43
$1.73M 0.73%
36,039
44
$1.64M 0.69%
23,522
-116
45
$1.59M 0.67%
20,141
-1,000
46
$1.49M 0.63%
14,133
+7,409
47
$1.47M 0.62%
27,794
+9,037
48
$1.46M 0.62%
17,311
+6,033
49
$1.43M 0.61%
20,065
+9,019
50
$1.35M 0.57%
45,624
+31,326
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