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
$457M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.2M
3
+$7.01M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.62M
5
EOG icon
EOG Resources
EOG
+$3.96M

Top Sells

1
+$10.2M
2
+$8.39M
3
+$5.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.87M
5
INTC icon
Intel
INTC
+$3.84M

Sector Composition

1 Technology 20.4%
2 Healthcare 15.66%
3 Financials 9.52%
4 Consumer Staples 8.11%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 0.58%
53,684
+520
52
$2.61M 0.57%
20,803
+311
53
$2.54M 0.55%
6,424
-4,226
54
$2.5M 0.55%
32,107
+11,974
55
$2.48M 0.54%
+10,073
56
$2.46M 0.54%
26,192
+315
57
$2.46M 0.54%
+17,389
58
$2.45M 0.54%
8,531
+141
59
$2.37M 0.52%
+4,904
60
$2.35M 0.51%
9,177
+46
61
$2.32M 0.51%
24,258
-8,211
62
$2.29M 0.5%
36,359
+541
63
$2.24M 0.49%
11,376
-25,915
64
$2.15M 0.47%
54,851
-55,664
65
$2.11M 0.46%
13,757
-13,571
66
$2.1M 0.46%
13,035
-6,652
67
$2.09M 0.46%
32,847
+340
68
$2.03M 0.44%
18,781
-4,619
69
$2.03M 0.44%
11,103
+96
70
$2.01M 0.44%
15,676
+3,115
71
$1.99M 0.44%
+8,231
72
$1.97M 0.43%
+27,620
73
$1.95M 0.43%
+11,212
74
$1.95M 0.43%
58,133
+12,707
75
$1.91M 0.42%
+9,095
1 2
3
4 5