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
$282M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.19M
3
+$1.26M
4
TSCO icon
Tractor Supply
TSCO
+$1.24M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

1
+$1.08M
2
+$1M
3
+$359K
4
CVS icon
CVS Health
CVS
+$357K
5
PG icon
Procter & Gamble
PG
+$327K

Sector Composition

1 Technology 16%
2 Consumer Discretionary 11.04%
3 Healthcare 10.28%
4 Consumer Staples 9.88%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$834K 0.3%
17,265
-2,039
77
$831K 0.29%
5,202
-234
78
$830K 0.29%
14,140
-360
79
$822K 0.29%
45,695
-10,446
80
$806K 0.29%
30,885
-6,995
81
$782K 0.28%
14,592
+106
82
$780K 0.28%
7,014
+5,064
83
$769K 0.27%
29,979
-8,970
84
$761K 0.27%
5,201
-7,398
85
$736K 0.26%
6,711
+366
86
$669K 0.24%
14,283
87
$669K 0.24%
28,230
-2,724
88
$657K 0.23%
8,240
+425
89
$650K 0.23%
13,056
-561
90
$632K 0.22%
24,695
-7,250
91
$628K 0.22%
9,682
-500
92
$587K 0.21%
22,582
-4,856
93
$571K 0.2%
7,036
+656
94
$560K 0.2%
3,223
-31
95
$551K 0.2%
8,000
96
$550K 0.19%
1,947
97
$499K 0.18%
10,721
98
$498K 0.18%
6,230
-79
99
$490K 0.17%
8,595
-580
100
$478K 0.17%
9,168
+3,943
2 3
4
5 6