AWM

Altavista Wealth Management Portfolio holdings

AUM $496M
1-Year Est. Return 20.88%
This Fund
S&P 500
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
+$2.06M
3
+$740K
4
STZ icon
Constellation Brands
STZ
+$701K
5
UL icon
Unilever
UL
+$520K

Top Sells

1
+$1.53M
2
+$907K
3
+$406K
4
MSFT icon
Microsoft
MSFT
+$393K
5
MCD icon
McDonald's
MCD
+$338K

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
151
– –
-869
152
– –
-3,607
153
– –
-3,730
3 4 5 6
7