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
$494M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$4.18M
3
+$3.5M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$3.2M
5
ALLY icon
Ally Financial
ALLY
+$3M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$2.07M
4
C icon
Citigroup
C
+$1.59M
5
LVS icon
Las Vegas Sands
LVS
+$1.56M

Sector Composition

1 Technology 25.05%
2 Healthcare 14.2%
3 Financials 12.56%
4 Communication Services 10.71%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.65%
10,434
+1,468
52
$3.11M 0.63%
37,384
+745
53
$3.09M 0.62%
19,406
+3,186
54
$3M 0.61%
+84,086
55
$2.99M 0.6%
68,230
+10
56
$2.96M 0.6%
+43,391
57
$2.96M 0.6%
16,961
+2,929
58
$2.94M 0.6%
+29,662
59
$2.88M 0.58%
13,431
-2,940
60
$2.82M 0.57%
70,081
+610
61
$2.82M 0.57%
24,433
+476
62
$2.8M 0.57%
25,570
-49
63
$2.78M 0.56%
+17,799
64
$2.77M 0.56%
29,284
+581
65
$2.74M 0.55%
10,308
-33
66
$2.73M 0.55%
27,363
-27
67
$2.69M 0.54%
18,119
-9,554
68
$2.65M 0.54%
+22,100
69
$2.65M 0.54%
56,920
+26,780
70
$2.64M 0.53%
17,402
+68
71
$2.62M 0.53%
20,131
-74
72
$2.6M 0.53%
25,204
+518
73
$2.58M 0.52%
27,820
+7,882
74
$2.55M 0.52%
16,577
+334
75
$2.55M 0.52%
28,409
+7,099
1 2
3
4 5