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
$562M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.17M
3
+$3.68M
4
DRE
Duke Realty Corp.
DRE
+$3.19M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.18M

Top Sells

1
+$3.75M
2
+$3.54M
3
+$3.27M
4
JD icon
JD.com
JD
+$3.15M
5
MAR icon
Marriott International
MAR
+$2.75M

Sector Composition

1 Technology 24.73%
2 Financials 12.31%
3 Healthcare 11.76%
4 Consumer Discretionary 10.55%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4M 0.71%
47,873
+1,270
52
$3.91M 0.7%
68,567
+13,812
53
$3.76M 0.67%
72,023
+16,095
54
$3.76M 0.67%
9,705
+213
55
$3.71M 0.66%
32,671
+14,178
56
$3.68M 0.65%
+99,115
57
$3.67M 0.65%
19,131
-353
58
$3.6M 0.64%
39,500
+1,166
59
$3.59M 0.64%
91,744
+2,595
60
$3.53M 0.63%
23,849
+554
61
$3.41M 0.61%
11,704
+358
62
$3.4M 0.61%
17,707
+609
63
$3.31M 0.59%
32,314
+723
64
$3.27M 0.58%
34,309
+1,013
65
$3.19M 0.57%
6,029
+108
66
$3.19M 0.57%
+67,265
67
$3.18M 0.57%
+17,459
68
$3.14M 0.56%
26,245
+587
69
$3.07M 0.55%
28,986
+741
70
$3.01M 0.54%
25,358
+581
71
$3M 0.53%
50,704
+1,143
72
$2.95M 0.53%
30,405
+638
73
$2.92M 0.52%
26,463
+660
74
$2.84M 0.51%
15,427
+335
75
$2.84M 0.51%
3,933
+1,272
1 2
3
4 5