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
$362M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.62M
3
+$2.53M
4
EBAY icon
eBay
EBAY
+$2.26M
5
WKC icon
World Kinect Corp
WKC
+$2M

Top Sells

1
+$3.55M
2
+$3.5M
3
+$2.88M
4
ABBV icon
AbbVie
ABBV
+$2.52M
5
CXO
CONCHO RESOURCES INC.
CXO
+$2.48M

Sector Composition

1 Technology 17.41%
2 Financials 15.65%
3 Healthcare 13.39%
4 Communication Services 9.33%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 1.07%
34,212
+508
27
$3.82M 1.06%
18,443
+213
28
$3.74M 1.03%
94,512
+1,488
29
$3.74M 1.03%
23,143
+545
30
$3.65M 1.01%
42,769
+674
31
$3.54M 0.98%
20,801
+247
32
$3.52M 0.97%
29,635
+371
33
$3.44M 0.95%
80,679
+1,318
34
$3.44M 0.95%
124,660
+2,980
35
$3.43M 0.95%
40,284
+634
36
$3.39M 0.94%
27,736
+444
37
$3.38M 0.93%
74,953
+3,026
38
$3.36M 0.93%
38,480
+465
39
$3.35M 0.93%
38,581
+6,935
40
$3.31M 0.91%
15,984
+211
41
$3.29M 0.91%
34,274
-3,420
42
$3.24M 0.9%
31,320
+800
43
$3.21M 0.89%
34,761
+450
44
$3.2M 0.88%
31,414
+441
45
$3.18M 0.88%
31,235
+316
46
$3.17M 0.88%
29,668
+421
47
$3.17M 0.88%
39,832
+486
48
$3.17M 0.87%
54,367
+23,090
49
$3.14M 0.87%
34,555
+449
50
$3.11M 0.86%
24,994
+722
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2
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