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
$344M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.02M
3
+$2.95M
4
FHI icon
Federated Hermes
FHI
+$2.1M
5
GM icon
General Motors
GM
+$1.96M

Top Sells

1
+$3.9M
2
+$3.5M
3
+$2.93M
4
NDAQ icon
Nasdaq
NDAQ
+$2.72M
5
COR icon
Cencora
COR
+$2.66M

Sector Composition

1 Technology 18.93%
2 Financials 13.73%
3 Healthcare 13.69%
4 Consumer Discretionary 10.51%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.07%
122,560
+950
27
$3.62M 1.05%
29,391
+240
28
$3.59M 1.04%
33,779
+366
29
$3.58M 1.04%
41,602
+408
30
$3.56M 1.04%
25,331
+147
31
$3.55M 1.03%
59,378
+977
32
$3.48M 1.01%
34,679
+249
33
$3.23M 0.94%
18,406
+4,257
34
$3.2M 0.93%
30,843
+193
35
$3.19M 0.93%
22,753
-13,034
36
$3.19M 0.93%
24,866
+196
37
$3.17M 0.92%
58,613
+603
38
$3.14M 0.91%
+39,726
39
$3.12M 0.91%
17,802
+78
40
$3.11M 0.91%
18,899
+190
41
$3.04M 0.89%
38,299
+8,442
42
$3.04M 0.88%
93,459
+840
43
$3.03M 0.88%
17,732
+166
44
$3.02M 0.88%
56,928
+464
45
$3.02M 0.88%
+7,350
46
$3M 0.87%
35,393
+223
47
$2.97M 0.86%
16,920
+157
48
$2.95M 0.86%
+8,382
49
$2.89M 0.84%
40,105
+138
50
$2.86M 0.83%
42,793
+1,431
1
2
3 4 5