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
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$7.58M
2 +$6.62M
3 +$5.44M
4
GE icon
GE Aerospace
GE
+$4.87M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.5%
2 Consumer Staples 16.48%
3 Healthcare 13.38%
4 Financials 10.33%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$244K 0.16%
+18,695
102
$241K 0.16%
+9,769
103
$239K 0.16%
+18,577
104
$234K 0.16%
+5,800
105
$224K 0.15%
+5,594
106
$219K 0.15%
+6,360
107
$219K 0.15%
+10,324
108
$212K 0.14%
+3,209
109
$208K 0.14%
+4,320
110
$200K 0.13%
+4,400