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
$269M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.08M
3
+$789K
4
STZ icon
Constellation Brands
STZ
+$711K
5
TMO icon
Thermo Fisher Scientific
TMO
+$544K

Top Sells

1
+$1.59M
2
+$922K
3
+$440K
4
MSFT icon
Microsoft
MSFT
+$414K
5
MCD icon
McDonald's
MCD
+$353K

Sector Composition

1 Technology 16.77%
2 Healthcare 12.21%
3 Financials 11.1%
4 Consumer Discretionary 10.92%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 3.75%
47,102
+405
2
$9.9M 3.69%
108,143
+26,411
3
$9.06M 3.37%
160,576
-7,796
4
$9.02M 3.35%
78,827
-3,624
5
$7.8M 2.9%
56,482
-792
6
$7.16M 2.66%
147,104
-6,619
7
$6.93M 2.58%
146,599
-4,198
8
$6.16M 2.29%
53,627
-2,379
9
$5.95M 2.21%
33,479
-1,317
10
$5.77M 2.15%
51,633
-317
11
$5.77M 2.15%
184,332
-2,127
12
$5.51M 2.05%
91,260
-480
13
$5.37M 2%
63,151
-18,692
14
$5.35M 1.99%
18,069
-472
15
$5.04M 1.88%
30,148
-2,111
16
$5M 1.86%
30,394
-328
17
$4.97M 1.85%
44,030
+39
18
$4.53M 1.69%
66,929
19
$4.52M 1.68%
248,800
20
$4.51M 1.68%
21,793
-1,021
21
$4.44M 1.65%
44,340
-2,480
22
$4.42M 1.64%
37,771
-60
23
$4.35M 1.62%
26,691
-415
24
$4.25M 1.58%
51,066
-1,306
25
$4.18M 1.56%
118,456
-4,965
1
2 3 4 5