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
$181M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.27M
3
+$3.21M
4
VLO icon
Valero Energy
VLO
+$721K
5
KHC icon
Kraft Heinz
KHC
+$494K

Top Sells

1
+$3.18M
2
+$3.14M
3
+$874K
4
NKE icon
Nike
NKE
+$625K
5
COST icon
Costco
COST
+$521K

Sector Composition

1 Technology 16.89%
2 Healthcare 15.7%
3 Consumer Staples 13.31%
4 Financials 10.29%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$467K 0.26%
12,084
-504
77
$466K 0.26%
1,926
+131
78
$461K 0.25%
4,679
79
$452K 0.25%
11,036
-472
80
$444K 0.24%
4,637
-999
81
$441K 0.24%
9,757
-1,804
82
$440K 0.24%
4,833
-153
83
$419K 0.23%
4,145
-300
84
$413K 0.23%
+5,361
85
$403K 0.22%
3,964
-703
86
$397K 0.22%
9,266
87
$395K 0.22%
10,828
-141
88
$391K 0.22%
+8,508
89
$389K 0.21%
+15,401
90
$385K 0.21%
4,940
-243
91
$375K 0.21%
3,055
-70
92
$372K 0.21%
2,705
-280
93
$371K 0.2%
6,647
-1,220
94
$351K 0.19%
4,263
+202
95
$336K 0.19%
8,000
96
$335K 0.18%
+9,110
97
$322K 0.18%
+4,240
98
$318K 0.18%
2,190
+25
99
$309K 0.17%
12,008
+275
100
$298K 0.16%
21,350
+6,000
2 3
4
5 6