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
$598M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$2.27M
4
ELV icon
Elevance Health
ELV
+$2.14M
5
F icon
Ford
F
+$2.13M

Top Sells

1
+$6.62M
2
+$3.31M
3
+$3.01M
4
PFE icon
Pfizer
PFE
+$2.72M
5
GM icon
General Motors
GM
+$2.39M

Sector Composition

1 Technology 28.46%
2 Financials 10.95%
3 Healthcare 10.58%
4 Consumer Discretionary 9.41%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.5%
20,449
+691
52
$2.92M 0.49%
35,277
+406
53
$2.91M 0.49%
18,494
-1,530
54
$2.84M 0.47%
57,240
+500
55
$2.74M 0.46%
6,864
+219
56
$2.7M 0.45%
9,123
+331
57
$2.68M 0.45%
5,050
+140
58
$2.67M 0.45%
5,486
+38
59
$2.67M 0.45%
11,624
+175
60
$2.65M 0.44%
13,352
+440
61
$2.61M 0.44%
18,136
+2,641
62
$2.59M 0.43%
38,453
+10,391
63
$2.57M 0.43%
23,303
+682
64
$2.55M 0.43%
37,016
+17,334
65
$2.54M 0.42%
50,227
+1,664
66
$2.44M 0.41%
16,528
+200
67
$2.44M 0.41%
14,285
+471
68
$2.43M 0.41%
32,684
+8,342
69
$2.43M 0.41%
39,244
+1,150
70
$2.36M 0.39%
5,208
+122
71
$2.34M 0.39%
17,136
+173
72
$2.3M 0.38%
37,843
+1,057
73
$2.28M 0.38%
7,268
+257
74
$2.25M 0.38%
23,418
+477
75
$2.23M 0.37%
59,387
+14,620
1 2
3
4 5