AWM
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Avitas Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Avitas Wealth Management’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,907
Closed -$490K – 204
2021
Q4 		$490K Sell
5,907
-38
-0.6% -$2.86K 0.08% 159
2021
Q3 		$393K Sell
5,945
-65
-1% -$4.58K 0.07% 175
2021
Q2 		$416K Buy
6,010
+81
+1% +$5.74K 0.07% 183
2021
Q1 		$402K Buy
5,929
+15
+0.3% +$926 0.08% 191
2020
Q4 		$330K Buy
5,914
+15
+0.3% +$845 0.07% 198
2020
Q3 		$334K Buy
5,899
+1,164
+25% +$60.9K 0.09% 170
2020
Q2 		$209K Buy
+4,735
New +$181K 0.07% 168

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PF
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AssetMark Inc
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return