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
101
$316K 0.15%
3,955
+1
102
$309K 0.15%
3,981
+388
103
$303K 0.14%
4,825
-106
104
$301K 0.14%
4,707
-337
105
$301K 0.14%
4,240
106
$300K 0.14%
12,037
-300
107
$293K 0.14%
3,622
-70
108
$290K 0.14%
4,523
-1,670
109
$289K 0.14%
+11,104
110
$287K 0.14%
1,634
-5
111
$287K 0.14%
2,070
-224
112
$284K 0.14%
2,411
-21
113
$284K 0.14%
3,890
+318
114
$284K 0.14%
9,614
+1,949
115
$282K 0.13%
4,305
-1,000
116
$279K 0.13%
+3,828
117
$277K 0.13%
6,630
-303
118
$277K 0.13%
4,050
119
$267K 0.13%
5,000
-500
120
$265K 0.13%
+1,896
121
$263K 0.13%
9,387
122
$258K 0.12%
2,130
-25
123
$258K 0.12%
7,044
+536
124
$258K 0.12%
+5,922
125
$251K 0.12%
+2,550
2 3 4
5
6