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
$162M
AUM Growth
+$30K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$468K
3
+$352K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$344K
5
OXY icon
Occidental Petroleum
OXY
+$275K

Top Sells

1
+$484K
2
+$416K
3
+$398K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
CFR icon
Cullen/Frost Bankers
CFR
+$240K

Sector Composition

1 Technology 18.6%
2 Healthcare 14.06%
3 Consumer Staples 12.82%
4 Financials 11.65%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$851K 0.52%
15,036
-930
52
$835K 0.51%
10,877
-115
53
$825K 0.51%
13,318
54
$776K 0.48%
9,676
+300
55
$757K 0.47%
6,668
-80
56
$686K 0.42%
18,190
-200
57
$663K 0.41%
4,149
58
$648K 0.4%
12,918
+850
59
$639K 0.39%
6,083
+100
60
$633K 0.39%
1,500
-50
61
$609K 0.38%
7,024
+165
62
$592K 0.36%
12,150
+400
63
$592K 0.36%
5,135
-615
64
$584K 0.36%
12,005
-2,336
65
$573K 0.35%
14,010
66
$571K 0.35%
5,645
67
$570K 0.35%
3,765
+235
68
$559K 0.34%
6,800
+150
69
$514K 0.32%
18,192
+4,202
70
$502K 0.31%
4,125
-30
71
$500K 0.31%
14,262
-420
72
$478K 0.29%
5,750
-180
73
$468K 0.29%
19,281
-559
74
$466K 0.29%
6,296
-250
75
$466K 0.29%
4,749
+305
1 2
3
4 5