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
$160M
AUM Growth
-$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$350K
3
+$294K
4
CPRI icon
Capri Holdings
CPRI
+$219K
5
SCG
Scana
SCG
+$210K

Top Sells

1
+$1.45M
2
+$772K
3
+$478K
4
JNJ icon
Johnson & Johnson
JNJ
+$473K
5
TPR icon
Tapestry
TPR
+$424K

Sector Composition

1 Technology 17.59%
2 Healthcare 13.29%
3 Consumer Staples 13.04%
4 Financials 11.24%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$454K 0.28%
3,945
-2,675
77
$454K 0.28%
6,750
78
$438K 0.27%
16,464
-8,248
79
$413K 0.26%
5,682
80
$407K 0.25%
6,783
+200
81
$391K 0.24%
5,467
82
$377K 0.23%
7,771
-100
83
$364K 0.23%
8,673
-669
84
$360K 0.22%
14,385
+4
85
$347K 0.22%
6,568
+250
86
$345K 0.22%
6,117
+250
87
$345K 0.22%
8,806
88
$324K 0.2%
3,830
89
$312K 0.19%
3,849
90
$298K 0.19%
3,626
+436
91
$295K 0.18%
19,970
92
$279K 0.17%
3,050
-230
93
$278K 0.17%
2,700
94
$276K 0.17%
4,052
-1,200
95
$267K 0.17%
9,956
-5,362
96
$264K 0.16%
14,020
-600
97
$255K 0.16%
6,009
-163
98
$247K 0.15%
6,038
-150
99
$246K 0.15%
2,051
100
$244K 0.15%
19,396
1 2 3
4
5