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
$177M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$886K
3
+$832K
4
MCK icon
McKesson
MCK
+$711K
5
ECL icon
Ecolab
ECL
+$695K

Top Sells

1
+$3.24M
2
+$1.49M
3
+$641K
4
CF icon
CF Industries
CF
+$460K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$315K

Sector Composition

1 Technology 18.04%
2 Healthcare 14.25%
3 Consumer Staples 11.02%
4 Financials 10.49%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$470K 0.27%
4,986
-689
77
$468K 0.26%
4,679
+309
78
$467K 0.26%
1,795
+235
79
$466K 0.26%
7,299
+5
80
$458K 0.26%
4,667
+347
81
$450K 0.25%
7,867
+468
82
$448K 0.25%
4,445
83
$423K 0.24%
10,969
-1,148
84
$417K 0.24%
+7,296
85
$401K 0.23%
2,985
+172
86
$400K 0.23%
9,266
-100
87
$389K 0.22%
5,183
+342
88
$376K 0.21%
14,650
+5,700
89
$371K 0.21%
3,125
-400
90
$337K 0.19%
13,221
+4,100
91
$335K 0.19%
14,050
-899
92
$334K 0.19%
7,194
+397
93
$326K 0.18%
8,000
94
$317K 0.18%
3,350
-35
95
$316K 0.18%
4,061
+2
96
$315K 0.18%
5,506
+139
97
$314K 0.18%
2,165
-398
98
$298K 0.17%
11,733
+2,200
99
$275K 0.16%
4,368
100
$268K 0.15%
+3,800
1 2 3
4
5