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
$162M
AUM Growth
+$30K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$468K
3
+$352K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$344K
5
OXY icon
Occidental Petroleum
OXY
+$275K

Top Sells

1
+$484K
2
+$416K
3
+$398K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
CFR icon
Cullen/Frost Bankers
CFR
+$240K

Sector Composition

1 Technology 18.6%
2 Healthcare 14.06%
3 Consumer Staples 12.82%
4 Financials 11.65%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.66M 4.1%
69,606
-433
2
$6.37M 3.93%
44,126
+498
3
$6.3M 3.88%
74,095
-1,650
4
$5.47M 3.37%
175,768
-1,744
5
$5.07M 3.13%
42,643
+632
6
$4.5M 2.78%
143,987
-1,227
7
$4.49M 2.77%
44,665
+138
8
$3.91M 2.41%
142,050
-2,501
9
$3.88M 2.39%
67,606
10
$3.78M 2.33%
137,784
-1,125
11
$3.58M 2.2%
34,084
-676
12
$3.5M 2.15%
85,968
+2,198
13
$3.31M 2.04%
60,812
+1,355
14
$3.28M 2.02%
39,916
+649
15
$3.27M 2.01%
35,419
-849
16
$3.19M 1.96%
32,712
+375
17
$3.09M 1.91%
10,392
-269
18
$2.95M 1.82%
39,605
-5,350
19
$2.94M 1.81%
35,887
-223
20
$2.79M 1.72%
34,604
-2,160
21
$2.71M 1.67%
39,124
+1,723
22
$2.66M 1.64%
104,222
+4,236
23
$2.56M 1.58%
22,519
+1,500
24
$2.52M 1.55%
67,655
+1,193
25
$2.48M 1.53%
145,685
-65
1
2 3 4 5