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
$359M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.68M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.61M
5
VZ icon
Verizon
VZ
+$1.59M

Top Sells

1
+$1.96M
2
+$1.76M
3
+$1.05M
4
PTON icon
Peloton Interactive
PTON
+$1.02M
5
LYFT icon
Lyft
LYFT
+$912K

Sector Composition

1 Technology 26.2%
2 Healthcare 13.93%
3 Financials 11.19%
4 Consumer Discretionary 9.7%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.51%
64,863
+380
77
$1.8M 0.5%
10,914
+2,428
78
$1.78M 0.5%
37,739
+219
79
$1.77M 0.49%
30,140
+2,215
80
$1.77M 0.49%
43,019
-6,823
81
$1.77M 0.49%
19,078
+4,285
82
$1.72M 0.48%
17,334
-10,266
83
$1.72M 0.48%
16,290
+382
84
$1.68M 0.47%
+9,250
85
$1.68M 0.47%
+36,294
86
$1.67M 0.47%
21,310
+166
87
$1.66M 0.46%
44,371
+10,154
88
$1.61M 0.45%
19,938
-8,572
89
$1.61M 0.45%
+46,160
90
$1.6M 0.45%
17,836
-62
91
$1.59M 0.44%
+26,755
92
$1.59M 0.44%
+36,856
93
$1.56M 0.43%
33,419
+7,992
94
$1.56M 0.43%
13,780
+120
95
$1.55M 0.43%
11,042
+3,729
96
$1.53M 0.43%
55,365
+115
97
$1.48M 0.41%
22,430
-11
98
$1.46M 0.41%
35,583
+341
99
$1.43M 0.4%
94,180
+370
100
$1.34M 0.37%
49,979
-464
2 3
4
5 6