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
$321M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.37M
3
+$5M
4
BAC icon
Bank of America
BAC
+$4.96M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.63%
2 Financials 14.25%
3 Consumer Discretionary 11.63%
4 Healthcare 11.29%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.85%
+76,772
52
$2.72M 0.85%
+21,497
53
$2.71M 0.84%
+35,452
54
$2.65M 0.83%
+32,437
55
$2.6M 0.81%
+39,632
56
$2.56M 0.8%
+58,327
57
$2.52M 0.78%
+30,086
58
$2.5M 0.78%
+36,027
59
$2.48M 0.77%
+24,028
60
$2.47M 0.77%
+15,747
61
$2.46M 0.77%
+16,467
62
$2.43M 0.76%
+100,289
63
$2.42M 0.75%
+111,170
64
$2.4M 0.75%
+48,477
65
$2.32M 0.72%
+46,085
66
$2.31M 0.72%
+47,385
67
$2.3M 0.72%
+40,354
68
$2.28M 0.71%
+14,393
69
$2.27M 0.71%
+20,872
70
$2.26M 0.71%
+10,259
71
$2.24M 0.7%
+36,689
72
$2.11M 0.66%
+97,645
73
$2.09M 0.65%
+32,750
74
$2.08M 0.65%
+11,266
75
$2.03M 0.63%
+9,791
1 2
3
4 5