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
126
$287K 0.11%
3,266
-6
127
$287K 0.11%
4,240
128
$285K 0.11%
3,604
129
$282K 0.1%
6,042
-1,282
130
$278K 0.1%
21,750
131
$278K 0.1%
6,462
132
$275K 0.1%
1,724
+37
133
$265K 0.1%
3,693
134
$260K 0.1%
+1,580
135
$258K 0.1%
+4,650
136
$257K 0.1%
9,199
137
$247K 0.09%
2,174
138
$236K 0.09%
2,699
+103
139
$235K 0.09%
+6,098
140
$224K 0.08%
1,946
-574
141
$215K 0.08%
3,905
142
$215K 0.08%
+8,249
143
$214K 0.08%
+576
144
$212K 0.08%
1,248
145
$211K 0.08%
9,999
146
$211K 0.08%
+2,148
147
$209K 0.08%
2,197
-257
148
$207K 0.08%
5,302
149
$205K 0.08%
+2,258
150
$204K 0.08%
+2,255
3 4 5
6
7