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
$293M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.09M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
JNJ icon
Johnson & Johnson
JNJ
+$920K

Top Sells

1
+$801K
2
+$798K
3
+$690K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$527K
5
GLW icon
Corning
GLW
+$504K

Sector Composition

1 Technology 15.3%
2 Consumer Staples 9.45%
3 Consumer Discretionary 9.17%
4 Healthcare 8.37%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$417K 0.14%
16,985
-35
102
$406K 0.14%
5,930
103
$404K 0.14%
14,084
-1,277
104
$394K 0.13%
5,452
-161
105
$383K 0.13%
3,356
+432
106
$381K 0.13%
+2,750
107
$380K 0.13%
7,022
+1,000
108
$367K 0.13%
15,290
+1,050
109
$362K 0.12%
4,747
+50
110
$358K 0.12%
12,300
+138
111
$356K 0.12%
6,003
-240
112
$354K 0.12%
4,527
+1,367
113
$353K 0.12%
7,042
114
$335K 0.11%
10,854
115
$334K 0.11%
6,250
-2,882
116
$333K 0.11%
3,143
-53
117
$333K 0.11%
4,215
118
$332K 0.11%
11,025
-1,000
119
$329K 0.11%
3,710
-122
120
$326K 0.11%
1,079
121
$320K 0.11%
1,983
+900
122
$318K 0.11%
13,190
-821
123
$311K 0.11%
7,200
124
$309K 0.11%
3,092
+40
125
$308K 0.11%
2,409
3 4
5
6 7