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
$160M
AUM Growth
-$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$350K
3
+$294K
4
CPRI icon
Capri Holdings
CPRI
+$219K
5
SCG
Scana
SCG
+$210K

Top Sells

1
+$1.45M
2
+$772K
3
+$478K
4
JNJ icon
Johnson & Johnson
JNJ
+$473K
5
TPR icon
Tapestry
TPR
+$424K

Sector Composition

1 Technology 17.59%
2 Healthcare 13.29%
3 Consumer Staples 13.04%
4 Financials 11.24%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$846K 0.53%
22,591
-4,720
52
$826K 0.51%
11,131
-341
53
$799K 0.5%
13,871
-567
54
$791K 0.49%
6,059
+250
55
$755K 0.47%
9,400
-600
56
$694K 0.43%
6,845
+685
57
$681K 0.42%
15,778
-17,893
58
$644K 0.4%
5,400
-1,700
59
$630K 0.39%
15,225
-1,494
60
$615K 0.38%
12,577
-385
61
$608K 0.38%
11,535
+785
62
$594K 0.37%
5,020
+73
63
$580K 0.36%
15,430
-9,651
64
$578K 0.36%
8,460
+786
65
$569K 0.35%
14,000
66
$563K 0.35%
14,524
-7,942
67
$552K 0.34%
6,426
-4,072
68
$540K 0.34%
7,792
-3,287
69
$531K 0.33%
1,684
-834
70
$516K 0.32%
+5,250
71
$489K 0.3%
5,899
-3,499
72
$488K 0.3%
23,180
-10,723
73
$482K 0.3%
6,657
-5,563
74
$465K 0.29%
6,260
-4,759
75
$465K 0.29%
35,209
+1,047
1 2
3
4 5