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
$269M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.08M
3
+$789K
4
STZ icon
Constellation Brands
STZ
+$711K
5
TMO icon
Thermo Fisher Scientific
TMO
+$544K

Top Sells

1
+$1.59M
2
+$922K
3
+$440K
4
MSFT icon
Microsoft
MSFT
+$414K
5
MCD icon
McDonald's
MCD
+$353K

Sector Composition

1 Technology 16.77%
2 Healthcare 12.21%
3 Financials 11.1%
4 Consumer Discretionary 10.92%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$871K 0.32%
20,291
-1,486
77
$864K 0.32%
5,746
-325
78
$848K 0.32%
33,220
-750
79
$844K 0.31%
33,263
+1,633
80
$840K 0.31%
9,643
81
$823K 0.31%
15,215
-2,722
82
$767K 0.29%
12,348
-638
83
$713K 0.27%
27,932
-1,668
84
$711K 0.26%
+3,297
85
$661K 0.25%
9,175
-580
86
$657K 0.24%
14,215
-1,163
87
$623K 0.23%
7,965
+900
88
$585K 0.22%
23,211
-2,190
89
$579K 0.22%
3,284
-18
90
$566K 0.21%
1,947
-335
91
$561K 0.21%
6,380
+130
92
$544K 0.2%
+2,229
93
$520K 0.19%
10,721
-267
94
$512K 0.19%
3,545
-454
95
$504K 0.19%
20,775
96
$502K 0.19%
12,470
+350
97
$480K 0.18%
8,000
98
$468K 0.17%
4,953
-100
99
$468K 0.17%
6,882
100
$465K 0.17%
1,464
2 3
4
5 6