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
$322M
AUM Growth
+$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$1.15M
3
+$859K
4
GPN icon
Global Payments
GPN
+$679K
5
NBTB icon
NBT Bancorp
NBTB
+$655K

Top Sells

1
+$1.29M
2
+$570K
3
+$486K
4
XOM icon
Exxon Mobil
XOM
+$381K
5
TSS
Total System Services, Inc.
TSS
+$373K

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 10.21%
3 Consumer Staples 9.77%
4 Financials 9.55%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.3%
122,929
+8,393
27
$4.04M 1.26%
66,929
28
$4.03M 1.25%
24,847
-1,037
29
$3.8M 1.18%
77,470
+3,945
30
$3.66M 1.14%
18,467
-1,172
31
$3.47M 1.08%
121,747
+5,026
32
$3.29M 1.02%
54,793
+1,829
33
$3.25M 1.01%
38,090
+1,787
34
$2.77M 0.86%
10,184
+2,080
35
$2.7M 0.84%
54,129
+11,233
36
$2.65M 0.82%
22,431
+2,442
37
$2.57M 0.8%
17,824
+350
38
$2.52M 0.78%
35,680
-5,398
39
$2.28M 0.71%
22,904
+481
40
$2.2M 0.68%
14,590
-637
41
$1.99M 0.62%
18,614
-1,381
42
$1.91M 0.6%
8,807
-427
43
$1.88M 0.59%
64,539
+794
44
$1.86M 0.58%
36,979
45
$1.82M 0.56%
6,665
+280
46
$1.81M 0.56%
28,672
+2,335
47
$1.67M 0.52%
19,051
+687
48
$1.6M 0.5%
16,656
+5
49
$1.57M 0.49%
9,753
50
$1.56M 0.49%
31,850
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