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
$658M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.62M
3
+$1.82M
4
INTC icon
Intel
INTC
+$1.78M
5
PFE icon
Pfizer
PFE
+$1.78M

Top Sells

1
+$6.33M
2
+$4.36M
3
+$4.1M
4
AMAT icon
Applied Materials
AMAT
+$1.33M
5
XYZ
Block Inc
XYZ
+$1.02M

Sector Composition

1 Technology 28.91%
2 Financials 11.63%
3 Healthcare 11.38%
4 Consumer Discretionary 8.8%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.19M 0.94%
46,948
+556
27
$5.98M 0.91%
21,222
+203
28
$5.96M 0.9%
12,368
-64
29
$5.8M 0.88%
20,773
+72
30
$5.72M 0.87%
36,158
+437
31
$5.72M 0.87%
14,905
+44
32
$5.56M 0.84%
21,401
-112
33
$5.54M 0.84%
101,119
+1,100
34
$5.44M 0.83%
26,097
-570
35
$5.33M 0.81%
21,361
+128
36
$5.27M 0.8%
14,500
+15
37
$5.17M 0.79%
29,181
+252
38
$4.87M 0.74%
28,757
-521
39
$4.48M 0.68%
24,601
-45
40
$4.44M 0.67%
21,633
+259
41
$4.23M 0.64%
54,903
-104
42
$3.98M 0.6%
9,462
+122
43
$3.87M 0.59%
29,471
+422
44
$3.75M 0.57%
47,064
+396
45
$3.7M 0.56%
6,359
+1,309
46
$3.65M 0.55%
28,022
+422
47
$3.64M 0.55%
26,457
+165
48
$3.61M 0.55%
6,443
+51
49
$3.51M 0.53%
34,869
-408
50
$3.39M 0.52%
9,263
+140
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2
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