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
$359M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.68M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.61M
5
VZ icon
Verizon
VZ
+$1.59M

Top Sells

1
+$1.96M
2
+$1.76M
3
+$1.05M
4
PTON icon
Peloton Interactive
PTON
+$1.02M
5
LYFT icon
Lyft
LYFT
+$912K

Sector Composition

1 Technology 26.2%
2 Healthcare 13.93%
3 Financials 11.19%
4 Consumer Discretionary 9.7%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.66%
20,205
-2,339
52
$2.3M 0.64%
33,092
+512
53
$2.25M 0.63%
5,706
-14
54
$2.23M 0.62%
13,351
+58
55
$2.17M 0.61%
7,916
-2,166
56
$2.12M 0.59%
69,471
+15,289
57
$2.09M 0.58%
20,889
+4,355
58
$2.09M 0.58%
43,190
-301
59
$2.07M 0.58%
8,966
-20
60
$2.07M 0.58%
32,749
+11,676
61
$2.05M 0.57%
18,973
+16,646
62
$2.02M 0.56%
16,220
+57
63
$2.01M 0.56%
16,561
-461
64
$1.99M 0.55%
23,114
-139
65
$1.97M 0.55%
14,645
+8,775
66
$1.95M 0.54%
48,626
-338
67
$1.95M 0.54%
30,624
+6,210
68
$1.91M 0.53%
9,269
+84
69
$1.91M 0.53%
8,914
-2,208
70
$1.89M 0.53%
16,243
+172
71
$1.86M 0.52%
17,269
-72
72
$1.84M 0.51%
44,946
+5,658
73
$1.83M 0.51%
12,818
+39
74
$1.82M 0.51%
14,032
+49
75
$1.82M 0.51%
52,957
-131
1 2
3
4 5