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
$321M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.37M
3
+$5M
4
BAC icon
Bank of America
BAC
+$4.96M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.63%
2 Financials 14.25%
3 Consumer Discretionary 11.63%
4 Healthcare 11.29%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.63%
+35,206
77
$2.01M 0.63%
+57,474
78
$2.01M 0.63%
+18,894
79
$2M 0.62%
+69,762
80
$1.95M 0.61%
+84,858
81
$1.95M 0.61%
+45,242
82
$1.88M 0.58%
+37,734
83
$1.82M 0.57%
+63,852
84
$1.82M 0.57%
+39,628
85
$1.81M 0.56%
+4,616
86
$1.78M 0.55%
+17,072
87
$1.74M 0.54%
+29,157
88
$1.73M 0.54%
+20,305
89
$1.72M 0.54%
+70,850
90
$1.69M 0.53%
+36,012
91
$1.61M 0.5%
+19,478
92
$1.53M 0.48%
+16,567
93
$1.53M 0.48%
+18,377
94
$1.46M 0.45%
+10,999
95
$1.45M 0.45%
+17,324
96
$1.42M 0.44%
+53,561
97
$1.35M 0.42%
+48,941
98
$1.3M 0.41%
+10,750
99
$1.29M 0.4%
+11,846
100
$1.22M 0.38%
+5,351
2 3
4
5 6