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
$511M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$3.98M
3
+$3.96M
4
JD icon
JD.com
JD
+$3.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.98M

Top Sells

1
+$4.56M
2
+$3.34M
3
+$3.22M
4
AEP icon
American Electric Power
AEP
+$3.11M
5
TRU icon
TransUnion
TRU
+$2.94M

Sector Composition

1 Technology 24.76%
2 Healthcare 12.72%
3 Financials 11.86%
4 Consumer Discretionary 11.26%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 0.97%
26,834
-1,060
27
$4.85M 0.95%
90,256
+663
28
$4.77M 0.93%
19,484
+367
29
$4.72M 0.92%
42,670
-13,270
30
$4.67M 0.92%
23,430
-1,556
31
$4.66M 0.91%
141,262
+4,750
32
$4.57M 0.9%
22,710
+3,304
33
$4.57M 0.9%
21,056
-158
34
$4.52M 0.89%
61,442
+19,295
35
$4.33M 0.85%
19,308
+5,877
36
$4.25M 0.83%
38,906
+6,265
37
$4.17M 0.82%
92,290
+8,204
38
$4.03M 0.79%
9,986
+4,197
39
$3.99M 0.78%
30,067
+2,001
40
$3.98M 0.78%
+33,668
41
$3.96M 0.78%
+62,812
42
$3.87M 0.76%
27,371
+260
43
$3.75M 0.73%
32,615
-106
44
$3.67M 0.72%
20,179
-2,412
45
$3.64M 0.71%
16,051
-8,954
46
$3.61M 0.71%
15,085
-1,056
47
$3.54M 0.69%
12,792
+2,358
48
$3.54M 0.69%
15,918
-6,315
49
$3.51M 0.69%
46,603
+3,212
50
$3.43M 0.67%
55,928
-992
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