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
$177M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$886K
3
+$832K
4
MCK icon
McKesson
MCK
+$711K
5
ECL icon
Ecolab
ECL
+$695K

Top Sells

1
+$3.24M
2
+$1.49M
3
+$641K
4
CF icon
CF Industries
CF
+$460K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$315K

Sector Composition

1 Technology 18.04%
2 Healthcare 14.25%
3 Consumer Staples 11.02%
4 Financials 10.49%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$832K 0.47%
+17,048
52
$777K 0.44%
16,033
+890
53
$770K 0.43%
15,277
-5,658
54
$750K 0.42%
6,539
55
$746K 0.42%
15,965
-1,278
56
$713K 0.4%
11,372
+651
57
$707K 0.4%
14,571
+658
58
$695K 0.39%
+6,234
59
$651K 0.37%
21,326
+2,150
60
$625K 0.35%
10,167
-773
61
$597K 0.34%
3,980
+125
62
$596K 0.34%
12,780
+924
63
$596K 0.34%
43,217
-1,000
64
$576K 0.32%
4,321
+83
65
$570K 0.32%
5,976
+224
66
$542K 0.31%
5,148
+1,193
67
$531K 0.3%
15,973
-707
68
$529K 0.3%
5,636
-540
69
$521K 0.29%
3,308
-224
70
$506K 0.29%
19,203
+3,355
71
$493K 0.28%
12,588
-1,418
72
$488K 0.28%
5,308
+578
73
$479K 0.27%
18,877
+6,402
74
$475K 0.27%
11,561
-15,606
75
$471K 0.27%
11,508
-1,603
1 2
3
4 5