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
$282M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.19M
3
+$1.26M
4
TSCO icon
Tractor Supply
TSCO
+$1.24M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

1
+$1.08M
2
+$1M
3
+$359K
4
CVS icon
CVS Health
CVS
+$357K
5
PG icon
Procter & Gamble
PG
+$327K

Sector Composition

1 Technology 16%
2 Consumer Discretionary 11.04%
3 Healthcare 10.28%
4 Consumer Staples 9.88%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.48%
37,751
-57
27
$4.19M 1.48%
21,843
+50
28
$3.93M 1.39%
66,929
29
$3.9M 1.38%
+201,448
30
$3.82M 1.35%
115,483
-2,127
31
$3.5M 1.24%
19,850
-704
32
$3.43M 1.22%
66,328
+5,357
33
$3.07M 1.09%
53,133
+3,152
34
$2.93M 1.04%
34,525
+1,372
35
$2.49M 0.88%
22,295
+171
36
$2.43M 0.86%
20,013
-2,400
37
$2.38M 0.84%
9,625
-736
38
$2.31M 0.82%
47,288
-513
39
$2.23M 0.79%
16,356
+2,317
40
$2.21M 0.78%
15,251
+595
41
$2.08M 0.74%
41,435
+13,826
42
$2.03M 0.72%
41,816
-492
43
$1.75M 0.62%
63,592
-5,783
44
$1.67M 0.59%
20,794
+1,096
45
$1.65M 0.59%
7,015
+692
46
$1.61M 0.57%
6,209
-71
47
$1.58M 0.56%
9,913
-300
48
$1.5M 0.53%
25,456
-1,248
49
$1.49M 0.53%
10,876
+316
50
$1.47M 0.52%
16,284
-1
1
2
3 4 5