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
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.39M
3
+$1.99M
4
BHP icon
BHP
BHP
+$1.91M
5
ANET icon
Arista Networks
ANET
+$1.44M

Top Sells

1
+$7.37M
2
+$5.1M
3
+$3.93M
4
PLD icon
Prologis
PLD
+$2.04M
5
DVN icon
Devon Energy
DVN
+$1.85M

Sector Composition

1 Technology 25.4%
2 Healthcare 12.47%
3 Financials 9.73%
4 Consumer Discretionary 9.25%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.1M 1%
36,521
-125
27
$4.77M 0.93%
44,871
-505
28
$4.65M 0.91%
20,605
-3,015
29
$4.64M 0.91%
12,769
-73
30
$4.54M 0.89%
26,516
+3,046
31
$4.32M 0.85%
26,200
-163
32
$3.99M 0.78%
20,550
+818
33
$3.97M 0.78%
26,308
+4,448
34
$3.94M 0.77%
56,902
-583
35
$3.94M 0.77%
20,635
-194
36
$3.92M 0.77%
61,050
-520
37
$3.84M 0.75%
30,127
-344
38
$3.84M 0.75%
78,107
-620
39
$3.81M 0.75%
17,988
-156
40
$3.58M 0.7%
21,486
+9
41
$3.58M 0.7%
14,001
-140
42
$3.53M 0.69%
11,947
-61
43
$3.49M 0.68%
33,477
-335
44
$3.28M 0.64%
26,275
-16,317
45
$3.25M 0.64%
79,552
-916
46
$3.06M 0.6%
41,157
-286
47
$3.04M 0.59%
30,000
-350
48
$2.87M 0.56%
6,069
+8
49
$2.84M 0.56%
4,930
-62
50
$2.81M 0.55%
32,865
-56
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2
3 4 5