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
$344M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.02M
3
+$2.95M
4
FHI icon
Federated Hermes
FHI
+$2.1M
5
GM icon
General Motors
GM
+$1.96M

Top Sells

1
+$3.9M
2
+$3.5M
3
+$2.93M
4
NDAQ icon
Nasdaq
NDAQ
+$2.72M
5
COR icon
Cencora
COR
+$2.66M

Sector Composition

1 Technology 18.93%
2 Financials 13.73%
3 Healthcare 13.69%
4 Consumer Discretionary 10.51%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.82%
42,521
-9,837
52
$2.8M 0.82%
34,311
+293
53
$2.76M 0.8%
65,412
+564
54
$2.75M 0.8%
53,961
+401
55
$2.72M 0.79%
15,484
+186
56
$2.72M 0.79%
27,611
+103
57
$2.71M 0.79%
24,433
+127
58
$2.65M 0.77%
51,223
+499
59
$2.63M 0.77%
34,533
+327
60
$2.63M 0.76%
34,877
+362
61
$2.63M 0.76%
40,696
-20,523
62
$2.6M 0.76%
21,194
+92
63
$2.59M 0.75%
56,890
+14,971
64
$2.54M 0.74%
24,375
+238
65
$2.47M 0.72%
64,430
+922
66
$2.42M 0.7%
22,829
+119
67
$2.37M 0.69%
10,018
+24
68
$2.32M 0.68%
6,510
+127
69
$2.31M 0.67%
45,500
+773
70
$2.23M 0.65%
13,395
+81
71
$2.23M 0.65%
30,169
+69
72
$2.19M 0.64%
11,530
+47
73
$2.16M 0.63%
19,359
+84
74
$2.11M 0.61%
30,563
+255
75
$2.1M 0.61%
+71,620
1 2
3
4 5