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
$526M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.9M
3
+$1.36M
4
HAL icon
Halliburton
HAL
+$1.22M
5
RIO icon
Rio Tinto
RIO
+$1.19M

Top Sells

1
+$3.89M
2
+$2.57M
3
+$2.13M
4
BHP icon
BHP
BHP
+$1.82M
5
NEE icon
NextEra Energy
NEE
+$1.76M

Sector Composition

1 Technology 27.18%
2 Healthcare 11.91%
3 Financials 10.12%
4 Consumer Discretionary 9.66%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 0.94%
59,580
-1,250
27
$4.92M 0.94%
12,434
-275
28
$4.68M 0.89%
20,335
-273
29
$4.62M 0.88%
44,915
-227
30
$4.58M 0.87%
78,545
-285
31
$4.33M 0.82%
26,439
-62
32
$4.07M 0.77%
14,219
-2,948
33
$3.95M 0.75%
21,127
-433
34
$3.93M 0.75%
26,322
-112
35
$3.82M 0.73%
20,680
-116
36
$3.6M 0.69%
24,178
-9,645
37
$3.52M 0.67%
11,654
-233
38
$3.31M 0.63%
57,016
-222
39
$3.24M 0.62%
29,165
-635
40
$3.17M 0.6%
45,429
-6,928
41
$3.16M 0.6%
+9,015
42
$3.12M 0.59%
20,024
-445
43
$3.11M 0.59%
28,136
-5,298
44
$3.02M 0.57%
6,229
-69
45
$3.01M 0.57%
32,167
-662
46
$3M 0.57%
28,023
-81
47
$2.98M 0.57%
67,314
-734
48
$2.98M 0.57%
26,566
-37
49
$2.81M 0.53%
29,028
-638
50
$2.81M 0.53%
25,524
-109
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