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
$511M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$3.98M
3
+$3.96M
4
JD icon
JD.com
JD
+$3.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.98M

Top Sells

1
+$4.56M
2
+$3.34M
3
+$3.22M
4
AEP icon
American Electric Power
AEP
+$3.11M
5
TRU icon
TransUnion
TRU
+$2.94M

Sector Composition

1 Technology 24.76%
2 Healthcare 12.72%
3 Financials 11.86%
4 Consumer Discretionary 11.26%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.67%
90,764
-3,907
52
$3.32M 0.65%
50,199
+14,316
53
$3.28M 0.64%
38,334
+9,050
54
$3.27M 0.64%
67,769
-2,312
55
$3.24M 0.64%
66,677
+20,753
56
$3.23M 0.63%
17,098
+4,067
57
$3.23M 0.63%
89,149
+20,940
58
$3.22M 0.63%
23,295
+1,195
59
$3.2M 0.63%
18,842
-1,291
60
$3.15M 0.62%
+37,378
61
$3.1M 0.61%
33,296
+5,476
62
$3.09M 0.6%
5,921
-469
63
$3.05M 0.6%
9,492
-620
64
$2.96M 0.58%
54,755
+8,158
65
$2.92M 0.57%
25,803
+599
66
$2.88M 0.56%
31,591
+387
67
$2.86M 0.56%
23,840
-1,730
68
$2.81M 0.55%
20,011
-3,252
69
$2.77M 0.54%
24,777
+344
70
$2.75M 0.54%
11,346
-5,034
71
$2.75M 0.54%
18,568
-677
72
$2.72M 0.53%
25,658
-1,705
73
$2.72M 0.53%
10,663
-352
74
$2.67M 0.52%
16,905
+328
75
$2.63M 0.51%
43,009
-1,692
1 2
3
4 5