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AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
1-Year Est. Return
20.88%
This Fund
S&P 500
This Quarter
Est. Return
+2.88%
1 Year Est. Return
+20.88%
3 Year Est. Return
+80.59%
5 Year Est. Return
+111.75%
10 Year Est. Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
99.84%
Top 10 Holdings %
Top 10 Hldgs %
31.76%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$7.55M |
| 2 |
PepsiCo
PEP
|
+$6.61M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$5.35M |
| 4 |
GE Aerospace
GE
|
+$4.85M |
| 5 |
Johnson & Johnson
JNJ
|
+$4.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.5% |
| 2 | Consumer Staples | 16.48% |
| 3 | Healthcare | 13.38% |
| 4 | Financials | 10.33% |
| 5 | Consumer Discretionary | 7.81% |
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Altavista Wealth Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Altavista Wealth Management, which disclosed 112 positions worth $149M. Its ten largest holdings account for 32% of the portfolio.
Its largest position is ExxonMobil: 83,917 shares worth $7.58M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Consumer Staples and Healthcare.
- Altavista Wealth Management's largest Q2 2013 buy was ExxonMobil: 83,917 shares worth $7.58M.
- Altavista Wealth Management's ten largest holdings make up 32% of its $149M portfolio in Q2 2013.
- Altavista Wealth Management disclosed 112 positions in Q2 2013, its first 13F filing on record.
Based on Altavista Wealth Management's 13F filing for Q2 2013, filed 13 Aug 2013.