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
$549M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.19M
3
+$3.4M
4
NTR icon
Nutrien
NTR
+$3.03M
5
BKR icon
Baker Hughes
BKR
+$2.92M

Top Sells

1
+$5.16M
2
+$4M
3
+$3.68M
4
NVS icon
Novartis
NVS
+$3.6M
5
VZ icon
Verizon
VZ
+$2.68M

Sector Composition

1 Technology 26.22%
2 Financials 12.91%
3 Healthcare 11.97%
4 Consumer Discretionary 9.86%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 1.01%
34,483
+69
27
$5.41M 0.99%
49,080
+8,991
28
$5.39M 0.98%
25,413
+3,899
29
$5.32M 0.97%
13,024
-3,016
30
$5.31M 0.97%
145,104
-1,030
31
$5.07M 0.92%
91,625
-541
32
$5.03M 0.92%
39,027
+8,042
33
$4.88M 0.89%
18,867
-45
34
$4.85M 0.88%
43,434
+8,575
35
$4.83M 0.88%
20,025
+99
36
$4.82M 0.88%
94,378
-193
37
$4.79M 0.87%
85,700
+17,133
38
$4.75M 0.86%
+20,557
39
$4.67M 0.85%
27,863
-161
40
$4.62M 0.84%
16,958
-31
41
$4.6M 0.84%
10,316
+68
42
$4.6M 0.84%
27,179
-324
43
$4.55M 0.83%
31,085
+11,954
44
$4.55M 0.83%
23,222
-173
45
$4.54M 0.83%
60,391
+31
46
$4.19M 0.76%
28,053
+4,204
47
$4.19M 0.76%
+59,346
48
$4.18M 0.76%
85,342
+21,230
49
$4.16M 0.76%
21,784
+4,325
50
$4.09M 0.75%
85,514
+18,249
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2
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