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
126
$303K 0.1%
+46,000
127
$294K 0.1%
1,633
-12
128
$281K 0.1%
5,570
129
$277K 0.09%
3,985
-590
130
$276K 0.09%
3,360
-6,410
131
$275K 0.09%
+1,832
132
$269K 0.09%
3,467
+115
133
$261K 0.09%
19,750
134
$261K 0.09%
3,155
135
$257K 0.09%
82,800
+15,600
136
$255K 0.09%
5,981
137
$252K 0.09%
3,500
138
$242K 0.08%
12,957
139
$240K 0.08%
8,250
+320
140
$234K 0.08%
6,415
+1,170
141
$232K 0.08%
1,418
+170
142
$230K 0.08%
5,822
-3,182
143
$221K 0.08%
20,042
+1,564
144
$217K 0.07%
2,700
+500
145
$214K 0.07%
10,260
-15,536
146
$210K 0.07%
1,569
-33
147
$206K 0.07%
10,877
-700
148
$204K 0.07%
+1,399
149
$204K 0.07%
+8,289
150
$203K 0.07%
14,962
3 4 5
6
7