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
$183M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$1.18M
3 +$575K
4
ECL icon
Ecolab
ECL
+$562K
5
META icon
Meta Platforms (Facebook)
META
+$522K

Top Sells

1 +$1.89M
2 +$1.08M
3 +$915K
4
EMC
EMC CORPORATION
EMC
+$692K
5
MWR.CL
MORGAN STANLEY CAPITAL TRUST III
MWR.CL
+$615K

Sector Composition

1 Technology 17.26%
2 Healthcare 14.99%
3 Consumer Staples 12.8%
4 Financials 10.63%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.12M 3.88%
49,278
2
$6.73M 3.67%
77,085
-652
3
$5.83M 3.18%
49,339
-697
4
$5.81M 3.17%
154,020
-1,070
5
$5.75M 3.13%
203,396
-3,124
6
$5.51M 3.01%
38,850
-486
7
$5.47M 2.99%
50,340
-698
8
$4.93M 2.69%
85,533
-953
9
$4.89M 2.67%
154,333
-2,016
10
$4.42M 2.41%
37,991
-453
11
$4.32M 2.35%
179,604
+1,701
12
$3.97M 2.17%
98,840
+2,600
13
$3.72M 2.03%
41,470
-349
14
$3.69M 2.01%
155,803
-3,912
15
$3.59M 1.96%
31,092
-184
16
$3.58M 1.95%
265,930
17
$3.48M 1.9%
27,117
+4,072
18
$3.43M 1.87%
18,813
-154
19
$3.32M 1.81%
35,768
+150
20
$3.23M 1.76%
46,997
+171
21
$3.2M 1.75%
13,901
+28
22
$3.18M 1.73%
67,606
23
$3.04M 1.66%
21,746
-297
24
$2.82M 1.54%
63,706
-1,825
25
$2.72M 1.48%
37,716
-47