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
$282M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.19M
3
+$1.26M
4
TSCO icon
Tractor Supply
TSCO
+$1.24M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

1
+$1.08M
2
+$1M
3
+$359K
4
CVS icon
CVS Health
CVS
+$357K
5
PG icon
Procter & Gamble
PG
+$327K

Sector Composition

1 Technology 16%
2 Consumer Discretionary 11.04%
3 Healthcare 10.28%
4 Consumer Staples 9.88%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464K 0.16%
17,965
-4,746
102
$461K 0.16%
9,658
-2,690
103
$455K 0.16%
5,602
104
$446K 0.16%
12,300
105
$445K 0.16%
8,280
-200
106
$431K 0.15%
11,365
+310
107
$420K 0.15%
5,477
108
$401K 0.14%
2,200
-395
109
$389K 0.14%
2,882
110
$388K 0.14%
7,200
111
$383K 0.14%
4,747
-106
112
$357K 0.13%
14,425
+1,550
113
$357K 0.13%
2,750
114
$354K 0.13%
4,068
-150
115
$350K 0.12%
11,837
116
$342K 0.12%
4,827
117
$318K 0.11%
12,600
118
$314K 0.11%
6,293
119
$307K 0.11%
3,347
+600
120
$307K 0.11%
12,390
-7,985
121
$306K 0.11%
1,685
122
$305K 0.11%
3,205
-100
123
$303K 0.11%
11,765
-4,800
124
$301K 0.11%
5,800
125
$300K 0.11%
5,150
+100
3 4
5
6 7