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
$344M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.02M
3
+$2.95M
4
FHI icon
Federated Hermes
FHI
+$2.1M
5
GM icon
General Motors
GM
+$1.96M

Top Sells

1
+$3.9M
2
+$3.5M
3
+$2.93M
4
NDAQ icon
Nasdaq
NDAQ
+$2.72M
5
COR icon
Cencora
COR
+$2.66M

Sector Composition

1 Technology 18.93%
2 Financials 13.73%
3 Healthcare 13.69%
4 Consumer Discretionary 10.51%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.59%
98,930
+760
77
$1.96M 0.57%
+52,919
78
$1.96M 0.57%
12,593
+107
79
$1.95M 0.57%
71,566
+288
80
$1.88M 0.55%
36,965
+223
81
$1.85M 0.54%
22,929
-527
82
$1.83M 0.53%
34,128
+311
83
$1.79M 0.52%
34,720
+147
84
$1.77M 0.51%
11,316
-698
85
$1.71M 0.5%
15,173
+66
86
$1.66M 0.48%
18,134
+38
87
$1.66M 0.48%
50,012
+285
88
$1.5M 0.44%
14,723
+158
89
$1.48M 0.43%
+17,867
90
$1.46M 0.43%
31,186
-31,557
91
$1.45M 0.42%
56,209
+105
92
$1.41M 0.41%
7,747
-370
93
$1.36M 0.4%
8,610
-536
94
$1.33M 0.39%
11,294
-680
95
$1.21M 0.35%
15,060
-930
96
$1.16M 0.34%
13,738
-856
97
$1.14M 0.33%
3,787
-258
98
$1.13M 0.33%
11,257
-692
99
$1.1M 0.32%
22,718
-1
100
$993K 0.29%
8,722
+26
2 3
4
5 6