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
$494M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$4.18M
3
+$3.5M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$3.2M
5
ALLY icon
Ally Financial
ALLY
+$3M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$2.07M
4
C icon
Citigroup
C
+$1.59M
5
LVS icon
Las Vegas Sands
LVS
+$1.56M

Sector Composition

1 Technology 25.05%
2 Healthcare 14.2%
3 Financials 12.56%
4 Communication Services 10.71%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 0.9%
136,512
-112
27
$4.37M 0.89%
334,840
+55,200
28
$4.32M 0.87%
89,593
+1,513
29
$4.28M 0.87%
28,066
+130
30
$4.22M 0.86%
61,636
+18,446
31
$4.18M 0.85%
+34,100
32
$3.85M 0.78%
10,166
+2,250
33
$3.84M 0.78%
16,380
+1,761
34
$3.81M 0.77%
19,117
+372
35
$3.76M 0.76%
13,749
+171
36
$3.64M 0.74%
18,209
+7,167
37
$3.62M 0.73%
16,141
-11
38
$3.5M 0.71%
+15,388
39
$3.5M 0.71%
45,328
+12,236
40
$3.49M 0.71%
32,641
+9,527
41
$3.46M 0.7%
6,390
-31
42
$3.41M 0.69%
10,112
-6
43
$3.39M 0.69%
20,133
-24
44
$3.34M 0.68%
6,918
+334
45
$3.29M 0.67%
43,357
+338
46
$3.29M 0.67%
42,147
+845
47
$3.28M 0.66%
27,111
+6,222
48
$3.27M 0.66%
32,721
+8,845
49
$3.22M 0.65%
19,091
+55
50
$3.2M 0.65%
+20,894
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