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
$293M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.09M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
JNJ icon
Johnson & Johnson
JNJ
+$920K

Top Sells

1
+$801K
2
+$798K
3
+$690K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$527K
5
GLW icon
Corning
GLW
+$504K

Sector Composition

1 Technology 15.3%
2 Consumer Staples 9.45%
3 Consumer Discretionary 9.17%
4 Healthcare 8.37%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.27%
38,664
+3,785
27
$3.5M 1.2%
24,850
+795
28
$3.45M 1.18%
31,385
-505
29
$3.43M 1.17%
84,648
+3,539
30
$3.02M 1.03%
59,678
+3,561
31
$3M 1.03%
12,438
+2,002
32
$2.99M 1.02%
19,183
+1,320
33
$2.25M 0.77%
+31,870
34
$2.23M 0.76%
20,744
+603
35
$2.19M 0.75%
48,181
+10,463
36
$2.13M 0.73%
9,015
+1,868
37
$2.01M 0.69%
20,073
+3,048
38
$1.94M 0.66%
15,023
+401
39
$1.77M 0.6%
7,080
-1,232
40
$1.75M 0.6%
35,658
+1,483
41
$1.69M 0.58%
18,191
-218
42
$1.63M 0.55%
56,465
+40,845
43
$1.6M 0.55%
75,510
+10,196
44
$1.6M 0.55%
83,462
+31,259
45
$1.5M 0.51%
33,925
+12,706
46
$1.48M 0.5%
24,588
+2,400
47
$1.44M 0.49%
29,528
+431
48
$1.42M 0.48%
22,780
-1,800
49
$1.38M 0.47%
17,003
+1,306
50
$1.35M 0.46%
25,176
+1,783
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