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
$494M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$4.18M
3
+$3.5M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$3.2M
5
ALLY icon
Ally Financial
ALLY
+$3M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$2.07M
4
C icon
Citigroup
C
+$1.59M
5
LVS icon
Las Vegas Sands
LVS
+$1.56M

Sector Composition

1 Technology 25.05%
2 Healthcare 14.2%
3 Financials 12.56%
4 Communication Services 10.71%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.51%
23,263
+5,427
77
$2.54M 0.51%
19,245
+167
78
$2.51M 0.51%
68,209
+22,049
79
$2.51M 0.51%
+17,454
80
$2.5M 0.51%
+25,127
81
$2.5M 0.51%
5,789
+83
82
$2.49M 0.5%
123,317
+65,736
83
$2.46M 0.5%
66,018
+1,155
84
$2.45M 0.5%
+35,883
85
$2.44M 0.49%
46,597
+10,303
86
$2.44M 0.49%
31,204
+580
87
$2.39M 0.48%
16,483
-78
88
$2.36M 0.48%
+22,821
89
$2.36M 0.48%
11,015
+101
90
$2.29M 0.46%
9,001
+87
91
$2.25M 0.46%
48,652
+26
92
$2.25M 0.46%
17,297
+28
93
$2.22M 0.45%
9,490
+240
94
$2.21M 0.45%
94,671
+491
95
$2.15M 0.43%
52,982
+25
96
$2.14M 0.43%
13,031
+213
97
$2.13M 0.43%
38,395
+656
98
$2.09M 0.42%
+3,669
99
$2.08M 0.42%
44,701
+330
100
$2.02M 0.41%
45,561
+615
2 3
4
5 6