AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+3.78%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(-2.3%)
Cap. Flow
-$3.39M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
31.57%
Holding
122
New
3
Increased
36
Reduced
58
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$3.76M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$966K |
| 3 |
Union Pacific
UNP
|
$949K |
| 4 |
Occidental Petroleum
OXY
|
$516K |
| 5 |
MetLife
MET
|
$350K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.45M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$772K |
| 3 |
Walt Disney
DIS
|
$478K |
| 4 |
Johnson & Johnson
JNJ
|
$473K |
| 5 |
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% |
