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
$549M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.19M
3
+$3.4M
4
NTR icon
Nutrien
NTR
+$3.03M
5
BKR icon
Baker Hughes
BKR
+$2.92M

Top Sells

1
+$5.16M
2
+$4M
3
+$3.68M
4
NVS icon
Novartis
NVS
+$3.6M
5
VZ icon
Verizon
VZ
+$2.68M

Sector Composition

1 Technology 26.22%
2 Financials 12.91%
3 Healthcare 11.97%
4 Consumer Discretionary 9.86%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.04M 0.74%
47,671
-202
52
$4.04M 0.74%
61,216
-217
53
$4.03M 0.73%
15,192
-241
54
$3.93M 0.72%
91,424
-320
55
$3.91M 0.71%
16,316
-132
56
$3.74M 0.68%
31,646
+7,257
57
$3.63M 0.66%
32,602
-69
58
$3.62M 0.66%
5,934
-95
59
$3.57M 0.65%
30,655
+250
60
$3.54M 0.64%
9,052
-39
61
$3.45M 0.63%
18,969
-317
62
$3.42M 0.62%
17,798
+91
63
$3.42M 0.62%
44,210
+9,901
64
$3.4M 0.62%
+20,289
65
$3.38M 0.62%
32,139
-175
66
$3.3M 0.6%
57,392
+17,937
67
$3.24M 0.59%
28,770
-216
68
$3.24M 0.59%
25,804
-441
69
$3.04M 0.55%
49,869
-835
70
$3.03M 0.55%
+46,700
71
$3.02M 0.55%
11,613
-91
72
$3M 0.55%
18,778
+7,375
73
$2.99M 0.55%
17,261
-97
74
$2.92M 0.53%
10,779
-113
75
$2.92M 0.53%
+117,996
1 2
3
4 5