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
$301M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$2.87M
3
+$2.53M
4
XYZ
Block Inc
XYZ
+$2.3M
5
OMF icon
OneMain Financial
OMF
+$2.15M

Top Sells

1
+$5.54M
2
+$3.25M
3
+$2.29M
4
MSI icon
Motorola Solutions
MSI
+$1.61M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.56M

Sector Composition

1 Technology 26.14%
2 Healthcare 15.25%
3 Financials 11.15%
4 Consumer Staples 9.43%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.72%
28,510
-981
52
$2.16M 0.72%
13,293
+2,434
53
$2.15M 0.71%
+87,680
54
$2.15M 0.71%
8,986
-341
55
$2.1M 0.7%
221,320
-7,640
56
$2.1M 0.7%
43,491
-1,357
57
$2.07M 0.69%
23,765
+3,780
58
$2.04M 0.68%
16,071
-392
59
$1.96M 0.65%
32,580
+20,516
60
$1.84M 0.61%
+16,163
61
$1.79M 0.6%
+49,842
62
$1.77M 0.59%
9,185
-258
63
$1.71M 0.57%
23,253
-795
64
$1.7M 0.56%
48,964
-1,740
65
$1.64M 0.54%
53,088
-2,543
66
$1.62M 0.54%
12,779
-444
67
$1.62M 0.54%
21,073
-473
68
$1.6M 0.53%
+35,242
69
$1.6M 0.53%
+21,144
70
$1.59M 0.53%
+27,600
71
$1.59M 0.53%
15,908
+226
72
$1.57M 0.52%
+16,534
73
$1.57M 0.52%
+55,250
74
$1.57M 0.52%
+50,443
75
$1.56M 0.52%
39,288
-1,227
1 2
3
4 5