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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.62M
3
+$5.44M
4
GE icon
GE Aerospace
GE
+$4.87M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.5%
2 Consumer Staples 16.48%
3 Healthcare 13.38%
4 Financials 10.33%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$895K 0.6%
+13,001
52
$876K 0.59%
+19,219
53
$872K 0.59%
+14,120
54
$864K 0.58%
+25,495
55
$854K 0.57%
+14,958
56
$832K 0.56%
+29,168
57
$829K 0.56%
+11,457
58
$822K 0.55%
+21,193
59
$815K 0.55%
+13,591
60
$797K 0.54%
+7,211
61
$794K 0.53%
+15,418
62
$774K 0.52%
+11,762
63
$755K 0.51%
+6,376
64
$730K 0.49%
+13,820
65
$657K 0.44%
+8,300
66
$652K 0.44%
+74,830
67
$583K 0.39%
+11,572
68
$582K 0.39%
+47,201
69
$566K 0.38%
+25,676
70
$533K 0.36%
+5,260
71
$490K 0.33%
+13,906
72
$484K 0.33%
+2,249
73
$468K 0.31%
+7,994
74
$455K 0.31%
+14,000
75
$452K 0.3%
+18,038
1 2
3
4 5