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
$658M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.62M
3
+$1.82M
4
INTC icon
Intel
INTC
+$1.78M
5
PFE icon
Pfizer
PFE
+$1.78M

Top Sells

1
+$6.33M
2
+$4.36M
3
+$4.1M
4
AMAT icon
Applied Materials
AMAT
+$1.33M
5
XYZ
Block Inc
XYZ
+$1.02M

Sector Composition

1 Technology 28.91%
2 Financials 11.63%
3 Healthcare 11.38%
4 Consumer Discretionary 8.8%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.5%
5,462
-24
52
$3.29M 0.5%
57,084
-156
53
$3.25M 0.49%
28,630
-520
54
$3.23M 0.49%
20,732
+283
55
$3.03M 0.46%
69,924
+633
56
$2.86M 0.43%
6,965
+101
57
$2.85M 0.43%
11,500
-124
58
$2.76M 0.42%
47,550
+350
59
$2.73M 0.41%
17,891
-245
60
$2.72M 0.41%
18,267
-227
61
$2.68M 0.41%
13,536
+184
62
$2.64M 0.4%
23,502
+199
63
$2.63M 0.4%
38,856
+403
64
$2.62M 0.4%
7,379
+111
65
$2.62M 0.4%
+45,177
66
$2.57M 0.39%
5,084
-50
67
$2.48M 0.38%
16,804
-332
68
$2.46M 0.37%
58,336
-1,051
69
$2.46M 0.37%
5,289
+75
70
$2.45M 0.37%
33,840
-340
71
$2.44M 0.37%
38,231
+388
72
$2.39M 0.36%
5,250
+42
73
$2.39M 0.36%
4,602
+71
74
$2.32M 0.35%
16,298
-230
75
$2.28M 0.35%
9,113
-79
1 2
3
4 5