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
$210M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$551K
2
+$496K
3
+$455K
4
PEP icon
PepsiCo
PEP
+$433K
5
XOM icon
Exxon Mobil
XOM
+$379K

Top Sells

1
+$977K
2
+$882K
3
+$815K
4
ASBB
ASB Bancorp Inc
ASBB
+$553K
5
TGT icon
Target
TGT
+$523K

Sector Composition

1 Technology 16.68%
2 Healthcare 13.78%
3 Financials 11.77%
4 Consumer Staples 10.74%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.51%
9,614
+382
52
$1.05M 0.5%
40,813
+3,581
53
$984K 0.47%
19,015
-17,042
54
$983K 0.47%
8,990
-175
55
$983K 0.47%
16,093
+891
56
$946K 0.45%
11,278
-35
57
$928K 0.44%
18,757
+1,675
58
$898K 0.43%
17,623
+1,823
59
$886K 0.42%
34,168
+7,020
60
$857K 0.41%
33,333
+4,922
61
$822K 0.39%
6,996
+641
62
$806K 0.38%
16,800
+280
63
$772K 0.37%
6,148
-590
64
$746K 0.35%
6,724
+2,815
65
$743K 0.35%
14,088
+264
66
$725K 0.34%
9,050
67
$723K 0.34%
13,401
-300
68
$705K 0.34%
26,668
+1,576
69
$703K 0.33%
3,771
-98
70
$701K 0.33%
11,046
+1,061
71
$655K 0.31%
2,840
+240
72
$626K 0.3%
46,917
73
$610K 0.29%
13,543
+452
74
$599K 0.28%
9,402
+349
75
$573K 0.27%
22,121
+5,125
1 2
3
4 5