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
$359M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.68M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.61M
5
VZ icon
Verizon
VZ
+$1.59M

Top Sells

1
+$1.96M
2
+$1.76M
3
+$1.05M
4
PTON icon
Peloton Interactive
PTON
+$1.02M
5
LYFT icon
Lyft
LYFT
+$912K

Sector Composition

1 Technology 26.2%
2 Healthcare 13.93%
3 Financials 11.19%
4 Consumer Discretionary 9.7%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 0.99%
13,578
+1,380
27
$3.44M 0.96%
20,877
+3,869
28
$3.44M 0.96%
27,680
+4,902
29
$3.36M 0.94%
20,157
-149
30
$3.29M 0.92%
55,404
+16,786
31
$3.29M 0.92%
27,936
+202
32
$3.27M 0.91%
41,302
+402
33
$3.23M 0.9%
14,732
-8,044
34
$3.21M 0.9%
6,421
-64
35
$3M 0.83%
36,639
+366
36
$2.88M 0.8%
14,619
-332
37
$2.87M 0.8%
10,341
-189
38
$2.87M 0.8%
18,745
+163
39
$2.83M 0.79%
17,397
-4,499
40
$2.82M 0.79%
19,036
-134
41
$2.79M 0.78%
25,619
-250
42
$2.76M 0.77%
27,390
-225
43
$2.75M 0.77%
88,080
+400
44
$2.66M 0.74%
23,876
+111
45
$2.5M 0.7%
28,703
+261
46
$2.48M 0.69%
68,220
-730
47
$2.46M 0.69%
114,229
-90,839
48
$2.44M 0.68%
17,046
+10,266
49
$2.42M 0.67%
24,686
+264
50
$2.4M 0.67%
23,957
+189
1
2
3 4 5