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
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.39M
3
+$1.99M
4
BHP icon
BHP
BHP
+$1.91M
5
ANET icon
Arista Networks
ANET
+$1.44M

Top Sells

1
+$7.37M
2
+$5.1M
3
+$3.93M
4
PLD icon
Prologis
PLD
+$2.04M
5
DVN icon
Devon Energy
DVN
+$1.85M

Sector Composition

1 Technology 25.4%
2 Healthcare 12.47%
3 Financials 9.73%
4 Consumer Discretionary 9.25%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.54%
6,276
-97
52
$2.73M 0.53%
6,606
-30
53
$2.67M 0.52%
25,570
-441
54
$2.59M 0.51%
52,466
-794
55
$2.57M 0.5%
38,118
-432
56
$2.55M 0.5%
13,717
-87
57
$2.55M 0.5%
18,871
-86
58
$2.53M 0.5%
12,819
-62
59
$2.52M 0.49%
+48,275
60
$2.48M 0.49%
22,673
-361
61
$2.44M 0.48%
27,817
+9,477
62
$2.39M 0.47%
+16,053
63
$2.37M 0.46%
58,068
-352
64
$2.36M 0.46%
22,546
-5,544
65
$2.29M 0.45%
17,654
+583
66
$2.18M 0.43%
11,712
-39
67
$2.18M 0.43%
22,256
+4,304
68
$2.1M 0.41%
15,905
-115
69
$2.1M 0.41%
57,303
+1,213
70
$2.06M 0.4%
9,272
-26
71
$2.04M 0.4%
63,387
+14,784
72
$2.03M 0.4%
11,184
-85
73
$2.01M 0.39%
5,221
-19
74
$2M 0.39%
24,166
-173
75
$2M 0.39%
8,720
-17
1 2
3
4 5