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
$181M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.27M
3
+$3.21M
4
VLO icon
Valero Energy
VLO
+$721K
5
KHC icon
Kraft Heinz
KHC
+$494K

Top Sells

1
+$3.18M
2
+$3.14M
3
+$874K
4
NKE icon
Nike
NKE
+$625K
5
COST icon
Costco
COST
+$521K

Sector Composition

1 Technology 16.89%
2 Healthcare 15.7%
3 Consumer Staples 13.31%
4 Financials 10.29%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837K 0.46%
17,048
52
$835K 0.46%
10,324
-735
53
$832K 0.46%
7,132
+593
54
$829K 0.46%
16,696
+663
55
$825K 0.45%
10,924
-11,576
56
$795K 0.44%
15,666
-299
57
$784K 0.43%
15,486
+209
58
$749K 0.41%
28,707
+9,830
59
$740K 0.41%
10,738
-634
60
$721K 0.4%
+14,133
61
$692K 0.38%
25,454
-12,885
62
$691K 0.38%
19,960
-90,560
63
$650K 0.36%
43,917
+700
64
$636K 0.35%
19,520
-1,806
65
$628K 0.35%
5,986
+10
66
$615K 0.34%
5,530
+382
67
$615K 0.34%
24,000
+9,350
68
$607K 0.33%
3,989
+9
69
$542K 0.3%
20,408
+1,205
70
$541K 0.3%
4,240
-81
71
$540K 0.3%
14,249
+1,469
72
$494K 0.27%
+5,583
73
$487K 0.27%
13,673
-2,300
74
$474K 0.26%
18,371
+5,150
75
$471K 0.26%
5,648
+340
1 2
3
4 5