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
$282M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.19M
3
+$1.26M
4
TSCO icon
Tractor Supply
TSCO
+$1.24M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

1
+$1.08M
2
+$1M
3
+$359K
4
CVS icon
CVS Health
CVS
+$357K
5
PG icon
Procter & Gamble
PG
+$327K

Sector Composition

1 Technology 16%
2 Consumer Discretionary 11.04%
3 Healthcare 10.28%
4 Consumer Staples 9.88%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 4.14%
127,575
+4,611
2
$10.1M 3.57%
50,119
+2,928
3
$9.02M 3.2%
76,502
-1,214
4
$8.07M 2.86%
57,713
+593
5
$7.68M 2.72%
142,190
-2,734
6
$7.63M 2.7%
160,660
+348
7
$7.61M 2.7%
141,783
-2,406
8
$6.58M 2.33%
60,337
+20,112
9
$6.46M 2.29%
32,720
-175
10
$6.28M 2.23%
51,277
-90
11
$6.26M 2.22%
18,299
+78
12
$6.1M 2.16%
312,135
+63,335
13
$5.89M 2.09%
53,766
+14
14
$5.88M 2.08%
180,918
-2,994
15
$5.66M 2%
29,797
-229
16
$5.38M 1.91%
91,460
+1,040
17
$4.96M 1.76%
29,776
-428
18
$4.92M 1.74%
47,325
-3,146
19
$4.8M 1.7%
79,033
+18,868
20
$4.8M 1.7%
53,920
+6,100
21
$4.73M 1.68%
58,531
-2,218
22
$4.53M 1.6%
44,725
-78
23
$4.49M 1.59%
36,783
+7,875
24
$4.46M 1.58%
26,665
-507
25
$4.34M 1.54%
107,607
+24,381
1
2 3 4 5