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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.62M
3
+$5.44M
4
GE icon
GE Aerospace
GE
+$4.87M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.5%
2 Consumer Staples 16.48%
3 Healthcare 13.38%
4 Financials 10.33%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$405K 0.27%
+7,062
77
$405K 0.27%
+7,898
78
$380K 0.26%
+7,240
79
$380K 0.26%
+8,600
80
$375K 0.25%
+10,720
81
$367K 0.25%
+6,272
82
$363K 0.24%
+3,971
83
$359K 0.24%
+4,320
84
$350K 0.24%
+7,839
85
$343K 0.23%
+5,984
86
$331K 0.22%
+3,559
87
$331K 0.22%
+6,739
88
$321K 0.22%
+7,762
89
$310K 0.21%
+8,883
90
$308K 0.21%
+3,606
91
$306K 0.21%
+3,946
92
$303K 0.2%
+3,630
93
$298K 0.2%
+9,580
94
$295K 0.2%
+5,188
95
$265K 0.18%
+20,300
96
$256K 0.17%
+19,396
97
$256K 0.17%
+15,200
98
$250K 0.17%
+4,850
99
$248K 0.17%
+2,314
100
$247K 0.17%
+2,846
1 2 3
4
5