AWM

Avitas Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 33.34%
This Quarter Est. Return
1 Year Est. Return
+33.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.37M
3
+$5M
4
BAC icon
Bank of America
BAC
+$4.96M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.63%
2 Financials 14.25%
3 Consumer Discretionary 11.63%
4 Healthcare 11.29%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.03%
+34,047
27
$3.24M 1.01%
+66,626
28
$3.24M 1.01%
+98,623
29
$3.22M 1%
+18,685
30
$3.21M 1%
+54,739
31
$3.2M 1%
+55,321
32
$3.19M 0.99%
+74,782
33
$3.18M 0.99%
+48,281
34
$3.15M 0.98%
+41,229
35
$3.11M 0.97%
+23,020
36
$3.08M 0.96%
+71,750
37
$3.07M 0.96%
+14,039
38
$3.04M 0.95%
+27,397
39
$3.01M 0.94%
+99,060
40
$2.93M 0.91%
+42,304
41
$2.89M 0.9%
+20,045
42
$2.87M 0.89%
+9,881
43
$2.86M 0.89%
+17,181
44
$2.85M 0.89%
+57,083
45
$2.82M 0.88%
+32,019
46
$2.82M 0.88%
+24,228
47
$2.81M 0.88%
+25,748
48
$2.78M 0.87%
+21,207
49
$2.78M 0.87%
+30,310
50
$2.77M 0.86%
+50,151
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