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
$269M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.08M
3
+$789K
4
STZ icon
Constellation Brands
STZ
+$711K
5
TMO icon
Thermo Fisher Scientific
TMO
+$544K

Top Sells

1
+$1.59M
2
+$922K
3
+$440K
4
MSFT icon
Microsoft
MSFT
+$414K
5
MCD icon
McDonald's
MCD
+$353K

Sector Composition

1 Technology 16.77%
2 Healthcare 12.21%
3 Financials 11.1%
4 Consumer Discretionary 10.92%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 1.36%
32,035
-1,887
27
$3.42M 1.27%
17,967
+471
28
$3.32M 1.24%
79,499
-687
29
$3.28M 1.22%
20,934
-455
30
$3.09M 1.15%
27,440
+224
31
$2.78M 1.03%
10,441
-535
32
$2.75M 1.02%
42,945
+32,381
33
$2.72M 1.01%
25,794
+3,363
34
$2.59M 0.96%
21,255
-132
35
$2.57M 0.96%
32,693
+930
36
$2.52M 0.94%
45,941
+9,268
37
$2.49M 0.93%
22,413
+100
38
$2.2M 0.82%
74,652
-410
39
$2.19M 0.82%
47,092
+192
40
$2.11M 0.78%
14,399
-392
41
$2.1M 0.78%
14,020
-372
42
$2.02M 0.75%
42,308
+127
43
$1.99M 0.74%
38,957
44
$1.75M 0.65%
19,848
-220
45
$1.72M 0.64%
20,481
+569
46
$1.61M 0.6%
21,028
-2,067
47
$1.56M 0.58%
11,997
-81
48
$1.55M 0.58%
10,263
49
$1.53M 0.57%
13,807
-343
50
$1.44M 0.54%
5,393
+1,226
1
2
3 4 5