AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
1-Year Return
20.88%
This Quarter Return
+2.88%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.76%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$7.58M |
| 2 |
PepsiCo
PEP
|
$6.62M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$5.44M |
| 4 |
GE Aerospace
GE
|
$4.87M |
| 5 |
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% |
