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
151
$206K 0.07%
+1,100
152
$205K 0.07%
16,888
-5,658
153
– –
-11,630
154
– –
-2,033
155
– –
-1,464
3 4 5 6
7