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
$181M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.27M
3
+$3.21M
4
VLO icon
Valero Energy
VLO
+$721K
5
KHC icon
Kraft Heinz
KHC
+$494K

Top Sells

1
+$3.18M
2
+$3.14M
3
+$874K
4
NKE icon
Nike
NKE
+$625K
5
COST icon
Costco
COST
+$521K

Sector Composition

1 Technology 16.89%
2 Healthcare 15.7%
3 Consumer Staples 13.31%
4 Financials 10.29%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.16%
6,574
-620
102
$290K 0.16%
4,685
-821
103
$286K 0.16%
6,123
-8,448
104
$282K 0.16%
+2,992
105
$282K 0.16%
4,368
106
$278K 0.15%
1,896
-16
107
$275K 0.15%
3,120
-230
108
$274K 0.15%
3,741
-59
109
$271K 0.15%
13,169
-126
110
$258K 0.14%
7,908
-176
111
$257K 0.14%
3,400
+150
112
$257K 0.14%
10,484
113
$252K 0.14%
+9,581
114
$245K 0.14%
3,585
115
$241K 0.13%
+6,586
116
$237K 0.13%
5,050
+100
117
$236K 0.13%
7,228
+4
118
$235K 0.13%
1,545
119
$221K 0.12%
4,105
+27
120
$220K 0.12%
1,587
-55
121
$220K 0.12%
+7,518
122
$215K 0.12%
3,500
123
$213K 0.12%
5,425
-814
124
– –
-7,115
125
– –
-3,308
2 3 4
5
6