AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+7.44%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(+13%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
6.5%
Top 10 Holdings %
Top 10 Hldgs %
29.16%
Holding
147
New
10
Increased
78
Reduced
37
Closed
4
Top Buys
| 1 |
Home Depot
HD
|
$2.27M |
| 2 |
iShares Biotechnology ETF
IBB
|
$1.36M |
| 3 |
First Bancorp
FBNC
|
$1.32M |
| 4 |
Pfizer
PFE
|
$1.11M |
| 5 |
Bank of America
BAC
|
$925K |
Top Sells
| 1 |
GE Aerospace
GE
|
$1.34M |
| 2 |
Wells Fargo
WFC
|
$896K |
| 3 |
BlackRock Energy and Resources Trust
BGR
|
$843K |
| 4 |
Corning
GLW
|
$559K |
| 5 |
McKesson
MCK
|
$444K |
Sector Composition
| 1 | Technology | 16.62% |
| 2 | Healthcare | 12.54% |
| 3 | Financials | 12.17% |
| 4 | Consumer Staples | 11.02% |
| 5 | Consumer Discretionary | 10.52% |
