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
$269M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.08M
3
+$789K
4
STZ icon
Constellation Brands
STZ
+$711K
5
TMO icon
Thermo Fisher Scientific
TMO
+$544K

Top Sells

1
+$1.59M
2
+$922K
3
+$440K
4
MSFT icon
Microsoft
MSFT
+$414K
5
MCD icon
McDonald's
MCD
+$353K

Sector Composition

1 Technology 16.77%
2 Healthcare 12.21%
3 Financials 11.1%
4 Consumer Discretionary 10.92%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.17%
6,309
102
$445K 0.17%
17,265
-200
103
$437K 0.16%
8,480
104
$437K 0.16%
36,409
-2,000
105
$432K 0.16%
5,601
106
$428K 0.16%
18,867
107
$408K 0.15%
27,970
-6,354
108
$406K 0.15%
1,685
109
$397K 0.15%
12,300
+2,718
110
$397K 0.15%
7,200
-216
111
$391K 0.15%
9,548
-436
112
$385K 0.14%
5,477
-205
113
$383K 0.14%
7,090
114
$379K 0.14%
5,000
+950
115
$367K 0.14%
12,600
116
$357K 0.13%
14,045
-930
117
$351K 0.13%
12,229
+277
118
$337K 0.13%
4,217
+1
119
$328K 0.12%
1,940
120
$326K 0.12%
3,305
-300
121
$322K 0.12%
5,736
-756
122
$309K 0.12%
13,525
123
$304K 0.11%
11,837
-1,202
124
$297K 0.11%
4,827
125
$295K 0.11%
2,750
3 4
5
6 7