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
$282M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.19M
3
+$1.26M
4
TSCO icon
Tractor Supply
TSCO
+$1.24M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

1
+$1.08M
2
+$1M
3
+$359K
4
CVS icon
CVS Health
CVS
+$357K
5
PG icon
Procter & Gamble
PG
+$327K

Sector Composition

1 Technology 16%
2 Consumer Discretionary 11.04%
3 Healthcare 10.28%
4 Consumer Staples 9.88%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.52%
18,318
+4
52
$1.44M 0.51%
26,750
-6,618
53
$1.39M 0.49%
22,930
+6,280
54
$1.31M 0.46%
10,612
-400
55
$1.28M 0.45%
49,635
-4,356
56
$1.26M 0.45%
+47,175
57
$1.23M 0.44%
17,977
-1,951
58
$1.23M 0.44%
18,436
-15
59
$1.18M 0.42%
14,921
60
$1.11M 0.39%
5,854
+3
61
$1.11M 0.39%
22,908
-320
62
$1.06M 0.37%
12,356
+846
63
$1.05M 0.37%
18,226
+800
64
$1.04M 0.37%
9,202
-1,258
65
$1M 0.35%
11,330
66
$980K 0.35%
5,591
+1,506
67
$977K 0.35%
19,185
-19,676
68
$961K 0.34%
12,070
-3,750
69
$944K 0.33%
37,098
-9,825
70
$932K 0.33%
18,011
-2,780
71
$910K 0.32%
26,179
72
$877K 0.31%
3,204
+475
73
$859K 0.3%
12,995
+1,228
74
$855K 0.3%
11,314
75
$836K 0.3%
12,517
1 2
3
4 5