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
$237M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.32M
3
+$1.11M
4
BAC icon
Bank of America
BAC
+$925K
5
RY icon
Royal Bank of Canada
RY
+$924K

Top Sells

1
+$1.34M
2
+$896K
3
+$843K
4
GLW icon
Corning
GLW
+$559K
5
MCK icon
McKesson
MCK
+$444K

Sector Composition

1 Technology 16.62%
2 Healthcare 12.54%
3 Financials 12.17%
4 Consumer Staples 11.02%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.56%
+37,495
52
$1.27M 0.54%
10,170
+3,174
53
$1.25M 0.53%
10,913
+1,154
54
$1.22M 0.51%
10,367
+1,377
55
$1.2M 0.51%
21,889
-2,439
56
$1.13M 0.48%
40,584
-229
57
$1.08M 0.46%
42,443
+8,275
58
$1.08M 0.46%
18,248
-767
59
$1.07M 0.45%
52,806
+2,785
60
$1.06M 0.45%
9,614
61
$1.05M 0.44%
6,039
+2,268
62
$1.03M 0.43%
6,564
+416
63
$1.02M 0.43%
19,039
+2,946
64
$994K 0.42%
19,553
+1,930
65
$960K 0.41%
67,697
-59,427
66
$948K 0.4%
37,148
+3,815
67
$927K 0.39%
23,748
+16,704
68
$924K 0.39%
+11,314
69
$894K 0.38%
30,439
+20,825
70
$868K 0.37%
14,288
+887
71
$862K 0.36%
16,480
-320
72
$857K 0.36%
33,172
+11,051
73
$834K 0.35%
15,244
+1,156
74
$808K 0.34%
13,177
+3,775
75
$784K 0.33%
17,089
+3,546
1 2
3
4 5