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
$293M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.09M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
JNJ icon
Johnson & Johnson
JNJ
+$920K

Top Sells

1
+$801K
2
+$798K
3
+$690K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$527K
5
GLW icon
Corning
GLW
+$504K

Sector Composition

1 Technology 15.3%
2 Consumer Staples 9.45%
3 Consumer Discretionary 9.17%
4 Healthcare 8.37%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$626K 0.21%
4,533
-525
77
$620K 0.21%
14,017
-9
78
$618K 0.21%
26,050
+12,800
79
$618K 0.21%
10,038
80
$596K 0.2%
25,839
+354
81
$580K 0.2%
17,897
82
$575K 0.2%
12,074
-1,911
83
$554K 0.19%
9,332
-6,986
84
$546K 0.19%
3,786
-487
85
$534K 0.18%
7,550
-2,940
86
$527K 0.18%
9,458
+400
87
$521K 0.18%
8,000
88
$511K 0.17%
10,580
+300
89
$507K 0.17%
6,430
+200
90
$503K 0.17%
19,907
-790
91
$502K 0.17%
1,949
92
$494K 0.17%
2,540
+340
93
$470K 0.16%
+14,008
94
$467K 0.16%
6,910
+20
95
$458K 0.16%
25,795
+1,850
96
$457K 0.16%
9,379
-929
97
$457K 0.16%
10,895
+3,750
98
$452K 0.15%
9,911
-1,606
99
$439K 0.15%
8,290
-2,278
100
$428K 0.15%
5,268
2 3
4
5 6