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
$511M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$4.17M
3
+$3.91M
4
JD icon
JD.com
JD
+$3.43M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.85M

Top Sells

1
+$4.56M
2
+$3.34M
3
+$3.22M
4
AEP icon
American Electric Power
AEP
+$3.11M
5
LMND icon
Lemonade
LMND
+$2.95M

Sector Composition

1 Technology 24.76%
2 Healthcare 12.72%
3 Financials 11.86%
4 Consumer Discretionary 11.26%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-32,742
227
– –
0
228
– –
-6,918
229
– –
-1,864
230
– –
-10,300
231
– –
-29,662
232
– –
-2,500
233
– –
-37,384
6 7 8 9
10