AWM

Avitas Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 33.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$3.31M
3
+$2.82M
4
TRU icon
TransUnion
TRU
+$2.72M
5
ALLY icon
Ally Financial
ALLY
+$2.54M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$2.07M
4
C icon
Citigroup
C
+$1.59M
5
WM icon
Waste Management
WM
+$1.56M

Sector Composition

1 Technology 25.05%
2 Healthcare 14.2%
3 Financials 12.56%
4 Communication Services 10.71%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,962
227
– –
-30,783
228
– –
-33,419
6 7 8 9
10