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
126
$299K 0.11%
3,604
127
$298K 0.11%
2,409
+325
128
$293K 0.1%
21,750
129
$274K 0.1%
1,715
-150
130
$270K 0.1%
4,450
+210
131
$263K 0.09%
1,652
132
$263K 0.09%
+4,435
133
$262K 0.09%
3,392
-78
134
$243K 0.09%
6,320
+222
135
$242K 0.09%
9,545
-4,100
136
$240K 0.09%
10,579
-1,425
137
$240K 0.09%
+12,710
138
$237K 0.08%
+1,348
139
$237K 0.08%
18,584
-4,000
140
$236K 0.08%
2,274
-992
141
$232K 0.08%
9,199
142
$232K 0.08%
+1,182
143
$225K 0.08%
2,258
144
$224K 0.08%
+6,715
145
$221K 0.08%
8,249
146
$219K 0.08%
+4,238
147
$218K 0.08%
11,477
-6,540
148
$215K 0.08%
+2,400
149
$214K 0.08%
2,055
-200
150
$210K 0.07%
+551
3 4 5
6
7