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
$183M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.18M
3
+$575K
4
ECL icon
Ecolab
ECL
+$562K
5
META icon
Meta Platforms (Facebook)
META
+$522K

Top Sells

1
+$1.89M
2
+$1.08M
3
+$915K
4
EMC
EMC CORPORATION
EMC
+$692K
5
MWR.CL
MORGAN STANLEY CAPITAL TRUST III
MWR.CL
+$615K

Sector Composition

1 Technology 17.26%
2 Healthcare 14.99%
3 Consumer Staples 12.8%
4 Financials 10.63%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-14,249
127
– –
-7,908
128
– –
-4,105
129
– –
-25,454
130
– –
-24,000
2 3 4 5
6