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
$162M
AUM Growth
+$30K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$468K
3
+$352K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$344K
5
OXY icon
Occidental Petroleum
OXY
+$275K

Top Sells

1
+$484K
2
+$416K
3
+$398K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
CFR icon
Cullen/Frost Bankers
CFR
+$240K

Sector Composition

1 Technology 18.6%
2 Healthcare 14.06%
3 Consumer Staples 12.82%
4 Financials 11.65%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.28%
35,017
+2,883
77
$441K 0.27%
6,869
78
$432K 0.27%
2,817
-418
79
$431K 0.27%
6,685
-316
80
$431K 0.27%
8,611
+10
81
$425K 0.26%
3,742
82
$405K 0.25%
6,164
-50
83
$378K 0.23%
5,126
-318
84
$376K 0.23%
14,685
-610
85
$354K 0.22%
4,992
-279
86
$352K 0.22%
+6,500
87
$346K 0.21%
8,000
-2,000
88
$344K 0.21%
+8,183
89
$314K 0.19%
3,963
+200
90
$299K 0.18%
5,112
-500
91
$274K 0.17%
8,306
92
$250K 0.15%
16,670
93
$249K 0.15%
19,396
94
$246K 0.15%
5,308
95
$231K 0.14%
1,377
96
$226K 0.14%
3,700
-500
97
$217K 0.13%
6,009
98
$210K 0.13%
8,084
99
$207K 0.13%
13,424
100
$207K 0.13%
1,928
1 2 3
4
5