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
$181M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$3.27M
3 +$3.21M
4
VLO icon
Valero Energy
VLO
+$721K
5
KHC icon
Kraft Heinz
KHC
+$494K

Top Sells

1 +$3.18M
2 +$3.14M
3 +$874K
4
NKE icon
Nike
NKE
+$625K
5
COST icon
Costco
COST
+$521K

Sector Composition

1 Technology 16.89%
2 Healthcare 15.7%
3 Consumer Staples 13.31%
4 Financials 10.29%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.29M 4.02%
77,737
+237
2
$7.13M 3.93%
49,278
+757
3
$6.07M 3.35%
50,036
-223
4
$5.93M 3.27%
39,336
-58
5
$5.41M 2.98%
51,038
-595
6
$5.09M 2.81%
155,090
+1,687
7
$4.94M 2.72%
206,520
+9,612
8
$4.85M 2.67%
265,930
+6,020
9
$4.61M 2.54%
38,444
-32
10
$4.49M 2.47%
156,349
+1,777
11
$4.42M 2.44%
86,486
+5
12
$4.33M 2.39%
177,903
+2,403
13
$3.76M 2.08%
31,276
-438
14
$3.54M 1.95%
41,819
-338
15
$3.48M 1.92%
35,618
+614
16
$3.38M 1.87%
+96,240
17
$3.27M 1.8%
159,715
+1,425
18
$3.27M 1.8%
+46,826
19
$3.23M 1.78%
18,967
+578
20
$3.21M 1.77%
+13,873
21
$3.11M 1.72%
22,043
+2,599
22
$3.1M 1.71%
65,531
+1,955
23
$2.99M 1.65%
37,763
-302
24
$2.74M 1.51%
52,609
+484
25
$2.67M 1.47%
27,845
+215