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
$301M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$2.87M
3
+$2.53M
4
XYZ
Block Inc
XYZ
+$2.3M
5
OMF icon
OneMain Financial
OMF
+$2.15M

Top Sells

1
+$5.54M
2
+$3.25M
3
+$2.29M
4
MSI icon
Motorola Solutions
MSI
+$1.61M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.56M

Sector Composition

1 Technology 26.14%
2 Healthcare 15.25%
3 Financials 11.15%
4 Consumer Staples 9.43%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.52%
8,486
+486
77
$1.55M 0.51%
+13,983
78
$1.53M 0.51%
+37,520
79
$1.52M 0.5%
54,182
+12,612
80
$1.51M 0.5%
17,022
-921
81
$1.5M 0.5%
+64,483
82
$1.5M 0.5%
+22,441
83
$1.5M 0.5%
+17,898
84
$1.5M 0.5%
17,341
-591
85
$1.49M 0.49%
+24,414
86
$1.45M 0.48%
13,660
-365
87
$1.37M 0.46%
+93,810
88
$1.27M 0.42%
14,793
-349
89
$1.18M 0.39%
+45,790
90
$1.17M 0.39%
+34,217
91
$1.16M 0.39%
6,008
-48
92
$1.16M 0.38%
+25,427
93
$1.13M 0.37%
3,879
-560
94
$1.09M 0.36%
+9,786
95
$1.05M 0.35%
+67,532
96
$1.02M 0.34%
10,108
-1,844
97
$1.02M 0.34%
+21,027
98
$1.02M 0.34%
20,547
+362
99
$969K 0.32%
14,408
-2,856
100
$956K 0.32%
1,361
-11
2 3
4
5 6