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
$237M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.32M
3
+$1.11M
4
BAC icon
Bank of America
BAC
+$925K
5
RY icon
Royal Bank of Canada
RY
+$924K

Top Sells

1
+$1.34M
2
+$896K
3
+$843K
4
GLW icon
Corning
GLW
+$559K
5
MCK icon
McKesson
MCK
+$444K

Sector Composition

1 Technology 16.62%
2 Healthcare 12.54%
3 Financials 12.17%
4 Consumer Staples 11.02%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$416K 0.18%
18,467
+940
102
$409K 0.17%
5,067
+2,178
103
$409K 0.17%
6,912
+377
104
$405K 0.17%
5,205
+1,224
105
$395K 0.17%
7,600
106
$394K 0.17%
6,092
+1,267
107
$372K 0.16%
21,024
+1,918
108
$371K 0.16%
13,715
+1,125
109
$367K 0.16%
13,975
+1,880
110
$350K 0.15%
6,137
+1,137
111
$340K 0.14%
4,305
112
$332K 0.14%
3,183
+87
113
$329K 0.14%
+5,800
114
$326K 0.14%
23,250
115
$324K 0.14%
12,600
116
$320K 0.14%
3,956
+1
117
$317K 0.13%
8,106
+1,476
118
$310K 0.13%
+7,252
119
$309K 0.13%
12,037
120
$309K 0.13%
4,204
-503
121
$301K 0.13%
4,240
122
$293K 0.12%
4,050
123
$291K 0.12%
10,982
-122
124
$291K 0.12%
2,411
125
$285K 0.12%
9,387
2 3 4
5
6