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
$177M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$886K
3
+$832K
4
MCK icon
McKesson
MCK
+$711K
5
ECL icon
Ecolab
ECL
+$695K

Top Sells

1
+$3.24M
2
+$1.49M
3
+$641K
4
CF icon
CF Industries
CF
+$460K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$315K

Sector Composition

1 Technology 18.04%
2 Healthcare 14.25%
3 Consumer Staples 11.02%
4 Financials 10.49%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.88M 3.88%
48,521
+1,366
2
$6.48M 3.65%
77,500
+1,008
3
$6M 3.39%
39,394
-323
4
$5.44M 3.07%
50,259
-93
5
$5.37M 3.03%
196,908
+6,712
6
$5.29M 2.98%
51,633
+42
7
$4.96M 2.8%
153,403
+2,044
8
$4.78M 2.69%
86,481
-841
9
$4.7M 2.65%
259,910
-500
10
$4.4M 2.48%
154,572
+2,062
11
$4.2M 2.37%
110,520
+15,400
12
$4.13M 2.33%
38,476
+134
13
$4.01M 2.26%
175,500
+5,967
14
$3.99M 2.25%
31,714
-448
15
$3.48M 1.96%
35,004
-20
16
$3.47M 1.96%
42,157
+1,107
17
$3.36M 1.9%
18,389
+327
18
$3.31M 1.87%
158,290
+10,273
19
$3.18M 1.79%
11,855
+284
20
$3.08M 1.73%
63,576
+1,787
21
$2.88M 1.63%
38,065
-618
22
$2.87M 1.62%
27,630
+15
23
$2.83M 1.6%
52,125
+4,341
24
$2.65M 1.49%
67,606
25
$2.59M 1.46%
32,100
-1,084
1
2 3 4 5