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
$683M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.65M
3
+$1.52M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$1.26M
5
TECK icon
Teck Resources
TECK
+$1.21M

Top Sells

1
+$3.75M
2
+$2.13M
3
+$1.78M
4
PSA icon
Public Storage
PSA
+$1.76M
5
HAL icon
Halliburton
HAL
+$1.22M

Sector Composition

1 Technology 31.58%
2 Financials 11.1%
3 Healthcare 10.83%
4 Consumer Discretionary 8.48%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.53%
5,338
-124
52
$3.52M 0.52%
6,371
+12
53
$3.51M 0.51%
20,811
+79
54
$3.17M 0.46%
50,635
+3,085
55
$3.12M 0.46%
5,620
+536
56
$3.1M 0.45%
13,594
+58
57
$3.1M 0.45%
9,308
+45
58
$3.07M 0.45%
11,407
-93
59
$2.94M 0.43%
33,532
-308
60
$2.94M 0.43%
28,265
-365
61
$2.86M 0.42%
7,411
+32
62
$2.74M 0.4%
16,156
-142
63
$2.71M 0.4%
38,288
+57
64
$2.69M 0.39%
45,242
+65
65
$2.61M 0.38%
23,555
+53
66
$2.61M 0.38%
6,995
+30
67
$2.57M 0.38%
8,234
+1,839
68
$2.5M 0.37%
4,607
+5
69
$2.49M 0.36%
3,022
-26
70
$2.48M 0.36%
23,820
+65
71
$2.46M 0.36%
16,878
+74
72
$2.44M 0.36%
5,234
-16
73
$2.44M 0.36%
14,048
+9,472
74
$2.41M 0.35%
58,666
+330
75
$2.39M 0.35%
18,197
+26
1 2
3
4 5