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
$293M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.09M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
JNJ icon
Johnson & Johnson
JNJ
+$920K

Top Sells

1
+$801K
2
+$798K
3
+$690K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$527K
5
GLW icon
Corning
GLW
+$504K

Sector Composition

1 Technology 15.3%
2 Consumer Staples 9.45%
3 Consumer Discretionary 9.17%
4 Healthcare 8.37%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.41%
8,788
-800
52
$1.19M 0.41%
4,189
+640
53
$1.14M 0.39%
5,635
-47
54
$1.14M 0.39%
15,506
+899
55
$1.14M 0.39%
29,879
-4,589
56
$1.11M 0.38%
54,263
-24,544
57
$1.1M 0.37%
9,298
-1,100
58
$1.07M 0.37%
40,696
-26,233
59
$1.05M 0.36%
21,309
+2,126
60
$966K 0.33%
6,735
+905
61
$957K 0.33%
13,204
+930
62
$897K 0.31%
36,038
-1,940
63
$877K 0.3%
8,825
+281
64
$835K 0.29%
14,876
+10,043
65
$821K 0.28%
11,257
+1,000
66
$795K 0.27%
7,039
+98
67
$786K 0.27%
35,702
+3,032
68
$769K 0.26%
13,220
+1,580
69
$754K 0.26%
7,292
+292
70
$753K 0.26%
24,448
+1,538
71
$750K 0.26%
13,775
-8,656
72
$731K 0.25%
13,861
-2,150
73
$689K 0.24%
41,688
+22,999
74
$681K 0.23%
15,724
-1,960
75
$654K 0.22%
16,917
+826
1 2
3
4 5