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
$598M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$2.27M
4
ELV icon
Elevance Health
ELV
+$2.14M
5
F icon
Ford
F
+$2.13M

Top Sells

1
+$6.62M
2
+$3.31M
3
+$3.01M
4
PFE icon
Pfizer
PFE
+$2.72M
5
GM icon
General Motors
GM
+$2.39M

Sector Composition

1 Technology 28.46%
2 Financials 10.95%
3 Healthcare 10.58%
4 Consumer Discretionary 9.41%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 0.9%
53,767
+1,785
27
$5.3M 0.89%
12,432
-2
28
$5.2M 0.87%
100,019
+21,474
29
$5.15M 0.86%
14,861
+3,207
30
$5.13M 0.86%
26,667
+228
31
$5.1M 0.85%
27,226
+904
32
$5.06M 0.85%
46,392
+1,477
33
$4.99M 0.84%
38,407
+1,426
34
$4.91M 0.82%
21,233
-2,357
35
$4.64M 0.78%
21,513
+386
36
$4.48M 0.75%
21,374
+694
37
$4.34M 0.73%
14,485
+266
38
$4.23M 0.71%
29,278
+113
39
$4.12M 0.69%
28,929
+793
40
$3.82M 0.64%
24,646
+468
41
$3.8M 0.64%
29,049
+1,026
42
$3.68M 0.62%
46,668
+1,239
43
$3.68M 0.62%
27,600
+1,034
44
$3.48M 0.58%
6,392
+163
45
$3.39M 0.57%
55,007
+875
46
$3.38M 0.56%
26,292
+768
47
$3.33M 0.56%
9,340
+325
48
$3.21M 0.54%
29,150
+122
49
$3.06M 0.51%
5,134
+41
50
$3.04M 0.51%
69,291
+1,977
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