AWM
Altavista Wealth Management Portfolio holdings
AUM $496M
AUM
$496M
AUM Growth
+$45.7M (+10%)
Cap. Flow
+$8.64M
Cap. Flow % of AUM
1.74%
Top 10 Holdings %Top 10 Hldgs %
38.7%
Holding
190
New
8
Increased
74
Reduced
38
Closed
1
Top Buys
| 1 | $500K | |
| 2 | $383K | |
| 3 | $363K | |
| 4 | $362K | |
| 5 | $340K |
Top Sells
| 1 | $429K | |
| 2 | $323K | |
| 3 | $207K | |
| 4 | $181K | |
| 5 | $164K |
Sector Composition
| 1 | Technology | 16.98% |
| 2 | Consumer Discretionary | 11.59% |
| 3 | Financials | 8.66% |
| 4 | Consumer Staples | 7.64% |
| 5 | Healthcare | 7.64% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $245K | 0.05% | 1,468 | – | – | |||
| $243K | 0.05% | 1,094 | – | – | |||
| $243K | 0.05% | 3,635 | – | – | |||
| $242K | 0.05% | 1,695 | – | – | |||
| $234K | 0.05% | 1,409 | – | – | |||
| $222K | 0.04% | 4,618 | – | – | |||
| $210K | 0.04% | 590 | New | +$210K | |||
| $208K | 0.04% | 675 | New | +$208K | |||
| $204K | 0.04% | 4,050 | New | +$204K | |||
| $204K | 0.04% | 1,540 -120 | -7% | -$15.9K | |||
| $202K | 0.04% | 2,247 | New | +$202K | |||
| $201K | 0.04% | 4,259 | New | +$201K | |||
| $0 | 0% | 0 -1,714 | Closed | – |
