AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+2.34%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+4.5%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
2.99%
Top 10 Holdings %
Top 10 Hldgs %
30.62%
Holding
129
New
9
Increased
68
Reduced
35
Closed
8
Top Buys
| 1 |
Darden Restaurants
DRI
|
$1.21M |
| 2 |
Meta Platforms (Facebook)
META
|
$886K |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$832K |
| 4 |
McKesson
MCK
|
$711K |
| 5 |
Ecolab
ECL
|
$695K |
Top Sells
| 1 |
Target
TGT
|
$3.24M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$1.49M |
| 3 |
Baxter International
BAX
|
$641K |
| 4 |
CF Industries
CF
|
$460K |
| 5 |
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% |
