AWM
Altavista Wealth Management Portfolio holdings
AUM $496M
AUM
$496M
AUM Growth
+$45.7M (+10%)
Cap. Flow
+$8.64M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
38.7%
Holding
190
New
8
Increased
74
Reduced
38
Closed
1
Top Buys
| 1 | $500K | |
| 2 | $383K | |
| 3 | $363K | |
| 4 | $362K | |
| 5 | $340K |
Top Sells
| 1 | $429K | |
| 2 | $323K | |
| 3 | $207K | |
| 4 | $181K | |
| 5 | $164K |
Sector Composition
| 1 | Technology | 16.98% |
| 2 | Consumer Discretionary | 11.59% |
| 3 | Financials | 8.66% |
| 4 | Consumer Staples | 7.64% |
| 5 | Healthcare | 7.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.05M | 0.41% | 19,497 +304 | +2% | +$31.9K | |||
| $1.98M | 0.4% | 8,539 -895 | -9% | -$207K | |||
| $1.9M | 0.38% | 7,554 +446 | +6% | +$112K | |||
| $1.87M | 0.38% | 1,513 +24 | +2% | +$29.6K | |||
| $1.8M | 0.36% | 34,652 +95 | +0.3% | +$4.92K | |||
| $1.76M | 0.36% | 609 -7 | -1% | -$20.3K | |||
| $1.73M | 0.35% | 33,768 | – | – | |||
| $1.6M | 0.32% | 10,617 -70 | -0.7% | -$10.5K | |||
| $1.59M | 0.32% | 22,030 +1,228 | +6% | +$88.6K | |||
| $1.59M | 0.32% | 9,230 +2 | +0% | +$343 | |||
| $1.53M | 0.31% | 29,357 -1,021 | -3% | -$53K | |||
| $1.51M | 0.3% | 52,657 -2,259 | -4% | -$64.8K | |||
| $1.45M | 0.29% | 32,649 -230 | -0.7% | -$10.2K | |||
| $1.42M | 0.29% | 28,900 -500 | -2% | -$24.6K | |||
| $1.42M | 0.29% | 38,998 -2,444 | -6% | -$88.9K | |||
| $1.38M | 0.28% | 4,680 +221 | +5% | +$65K | |||
| $1.35M | 0.27% | 44,242 -700 | -2% | -$21.4K | |||
| $1.33M | 0.27% | 22,684 +363 | +2% | +$21.3K | |||
| $1.26M | 0.25% | 5,604 +4 | +0.1% | +$900 | |||
| $1.23M | 0.25% | 7,471 -541 | -7% | -$89.2K | |||
| $1.19M | 0.24% | 17,850 +2,700 | +18% | +$179K | |||
| $1.16M | 0.23% | 25,340 | – | – | |||
| $1.13M | 0.23% | 18,414 -47 | -0.3% | -$2.88K | |||
| $1.11M | 0.22% | 11,695 +1,200 | +11% | +$114K | |||
| $1.09M | 0.22% | 17,140 | – | – |
