AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+1.94%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+0.26%)
Cap. Flow
-$1.74M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
29.61%
Holding
124
New
6
Increased
39
Reduced
58
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$808K |
| 2 |
Comcast
CMCSA
|
$383K |
| 3 |
CELG
Celgene Corp
CELG
|
$307K |
| 4 |
Target
TGT
|
$274K |
| 5 |
MetLife
MET
|
$260K |
Top Sells
| 1 |
WFM
Whole Foods Market Inc
WFM
|
$777K |
| 2 |
Crown Castle
CCI
|
$776K |
| 3 |
Amgen
AMGN
|
$445K |
| 4 |
UnitedHealth
UNH
|
$388K |
| 5 |
JPS
Nuveen Preferred & Income Securities Fund
JPS
|
$368K |
Sector Composition
| 1 | Technology | 17.16% |
| 2 | Healthcare | 13.63% |
| 3 | Consumer Staples | 13.07% |
| 4 | Financials | 10.88% |
| 5 | Industrials | 7.72% |
