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
151
-869
152
-1,509
153
-3,730