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
$152M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$746K
3
+$539K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$477K
5
GLW icon
Corning
GLW
+$360K

Top Sells

1
+$2.62M
2
+$1.77M
3
+$686K
4
BAX icon
Baxter International
BAX
+$549K
5
PEP icon
PepsiCo
PEP
+$521K

Sector Composition

1 Technology 19.43%
2 Healthcare 15.06%
3 Consumer Staples 12.96%
4 Financials 11.64%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$477K 0.31%
+19,517
77
$472K 0.31%
11,066
-1,128
78
$465K 0.31%
5,897
-486
79
$464K 0.31%
4,729
-20
80
$458K 0.3%
5,675
-75
81
$441K 0.29%
6,145
+60
82
$439K 0.29%
1,505
+12
83
$432K 0.28%
7,290
-195
84
$424K 0.28%
7,399
+140
85
$415K 0.27%
3,575
86
$402K 0.26%
15,644
+4
87
$359K 0.24%
4,522
-706
88
$352K 0.23%
2,539
-539
89
$323K 0.21%
4,595
-397
90
$311K 0.2%
8,000
91
$305K 0.2%
+3,385
92
$304K 0.2%
7,568
+25
93
$301K 0.2%
2,813
94
$297K 0.2%
5,460
-1,169
95
$290K 0.19%
+2,663
96
$276K 0.18%
4,937
-30
97
$261K 0.17%
2,203
+152
98
$259K 0.17%
+4,235
99
$255K 0.17%
6,329
-496
100
$253K 0.17%
+1,760
1 2 3
4
5