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
$390M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.39M
3
+$2.13M
4
XYZ
Block Inc
XYZ
+$1.98M
5
PCTY icon
Paylocity
PCTY
+$1.9M

Top Sells

1
+$3.17M
2
+$2.62M
3
+$2.34M
4
EBAY icon
eBay
EBAY
+$2.26M
5
PINS icon
Pinterest
PINS
+$1.95M

Sector Composition

1 Technology 20.29%
2 Financials 15.03%
3 Healthcare 13.13%
4 Communication Services 9.27%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 1.06%
91,781
+16,828
27
$4.02M 1.03%
42,927
+158
28
$3.97M 1.02%
125,640
+980
29
$3.85M 0.99%
10,877
+14
30
$3.82M 0.98%
29,763
+95
31
$3.8M 0.98%
34,409
+197
32
$3.75M 0.96%
94,683
+171
33
$3.71M 0.95%
16,146
+162
34
$3.68M 0.94%
38,737
+257
35
$3.67M 0.94%
38,713
+132
36
$3.6M 0.92%
23,159
+16
37
$3.6M 0.92%
40,364
+80
38
$3.58M 0.92%
29,691
+56
39
$3.56M 0.91%
34,612
+57
40
$3.52M 0.9%
18,573
+130
41
$3.48M 0.89%
18,963
+6,249
42
$3.46M 0.89%
16,858
+193
43
$3.45M 0.89%
23,660
-6,677
44
$3.45M 0.88%
35,247
+973
45
$3.43M 0.88%
25,130
+49
46
$3.42M 0.88%
27,787
+51
47
$3.41M 0.87%
31,533
+213
48
$3.4M 0.87%
85,480
-13,990
49
$3.4M 0.87%
15,961
+118
50
$3.38M 0.87%
14,012
+148
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