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
$237M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.32M
3
+$1.11M
4
BAC icon
Bank of America
BAC
+$925K
5
RY icon
Royal Bank of Canada
RY
+$924K

Top Sells

1
+$1.34M
2
+$896K
3
+$843K
4
GLW icon
Corning
GLW
+$559K
5
MCK icon
McKesson
MCK
+$444K

Sector Composition

1 Technology 16.62%
2 Healthcare 12.54%
3 Financials 12.17%
4 Consumer Staples 11.02%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$751K 0.32%
3,062
+222
77
$718K 0.3%
9,050
78
$716K 0.3%
27,388
+720
79
$708K 0.3%
8,341
+5,791
80
$701K 0.3%
10,950
81
$665K 0.28%
3,379
+1,745
82
$572K 0.24%
44,328
-2,589
83
$569K 0.24%
2,134
-37
84
$546K 0.23%
10,988
85
$534K 0.23%
+20,675
86
$522K 0.22%
8,000
87
$521K 0.22%
5,107
+852
88
$506K 0.21%
20,075
+1,355
89
$502K 0.21%
19,400
+3,000
90
$489K 0.21%
6,962
-68
91
$489K 0.21%
6,091
+2,201
92
$485K 0.2%
5,016
+1,137
93
$485K 0.2%
5,985
94
$460K 0.19%
17,581
+3,390
95
$459K 0.19%
9,700
-1,320
96
$443K 0.19%
+4,731
97
$436K 0.18%
6,590
+273
98
$422K 0.18%
10,536
+1,119
99
$421K 0.18%
2,869
+799
100
$417K 0.18%
1,673
+213
2 3
4
5 6