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
$293M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.09M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
JNJ icon
Johnson & Johnson
JNJ
+$920K

Top Sells

1
+$801K
2
+$798K
3
+$690K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$527K
5
GLW icon
Corning
GLW
+$504K

Sector Composition

1 Technology 15.3%
2 Consumer Staples 9.45%
3 Consumer Discretionary 9.17%
4 Healthcare 8.37%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 14.76%
374,670
-6,940
2
$10.4M 3.57%
164,360
-2,432
3
$10.4M 3.55%
65,939
-1,074
4
$10.1M 3.44%
55,127
+5,955
5
$7.5M 2.56%
138,650
-2,654
6
$7.46M 2.55%
56,893
+7,014
7
$6.91M 2.36%
57,564
-332
8
$6.29M 2.15%
320,477
+22,338
9
$6.22M 2.12%
164,235
-9
10
$5.83M 1.99%
116,956
+13,002
11
$5.73M 1.96%
145,779
+12,755
12
$5.44M 1.86%
321,715
+9,580
13
$5.4M 1.84%
17,321
+501
14
$5.36M 1.83%
55,000
+1,220
15
$5.27M 1.8%
90,680
+5,880
16
$4.99M 1.7%
33,681
-1,433
17
$4.84M 1.65%
29,082
+827
18
$4.7M 1.6%
28,421
+483
19
$4.54M 1.55%
27,216
+411
20
$4.43M 1.51%
48,365
+3,503
21
$4.42M 1.51%
107,698
+50,929
22
$4.37M 1.49%
48,508
+3,861
23
$4.36M 1.49%
50,649
-863
24
$4.23M 1.44%
136,481
+11,849
25
$4.06M 1.39%
21,758
+400
1
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