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
$390M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.39M
3
+$2.13M
4
XYZ
Block Inc
XYZ
+$1.98M
5
PCTY icon
Paylocity
PCTY
+$1.9M

Top Sells

1
+$3.17M
2
+$2.62M
3
+$2.34M
4
EBAY icon
eBay
EBAY
+$2.26M
5
PINS icon
Pinterest
PINS
+$1.95M

Sector Composition

1 Technology 20.29%
2 Financials 15.03%
3 Healthcare 13.13%
4 Communication Services 9.27%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.87%
20,959
+158
52
$3.35M 0.86%
31,522
+108
53
$3.23M 0.83%
34,846
+85
54
$3.16M 0.81%
40,100
+268
55
$3.15M 0.81%
79,089
+365
56
$3.13M 0.8%
25,083
+89
57
$3.11M 0.8%
35,326
+228
58
$3.05M 0.78%
52,163
+266
59
$3.04M 0.78%
34,967
+328
60
$2.92M 0.75%
60,898
+315
61
$2.91M 0.75%
21,304
+44
62
$2.88M 0.74%
35,656
+222
63
$2.85M 0.73%
13,672
+92
64
$2.8M 0.72%
+31,862
65
$2.75M 0.71%
29,984
-271
66
$2.7M 0.69%
44,235
+192
67
$2.65M 0.68%
8,185
+81
68
$2.6M 0.67%
22,944
+113
69
$2.59M 0.66%
12,823
+43
70
$2.43M 0.62%
29,078
+302
71
$2.43M 0.62%
30,937
+233
72
$2.42M 0.62%
21,260
+114
73
$2.42M 0.62%
12,227
+112
74
$2.39M 0.61%
+40,279
75
$2.36M 0.6%
72,293
+142
1 2
3
4 5