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
151
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