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
$511M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$3.98M
3
+$3.96M
4
JD icon
JD.com
JD
+$3.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.98M

Top Sells

1
+$4.56M
2
+$3.34M
3
+$3.22M
4
AEP icon
American Electric Power
AEP
+$3.11M
5
TRU icon
TransUnion
TRU
+$2.94M

Sector Composition

1 Technology 24.76%
2 Healthcare 12.72%
3 Financials 11.86%
4 Consumer Discretionary 11.26%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.5M 0.49%
15,092
-1,391
77
$2.48M 0.48%
18,637
-1,494
78
$2.47M 0.48%
38,570
+175
79
$2.42M 0.47%
16,182
-1,115
80
$2.42M 0.47%
49,561
-3,421
81
$2.32M 0.45%
51,440
-14,578
82
$2.31M 0.45%
20,257
+1,775
83
$2.25M 0.44%
30,291
-1,820
84
$2.22M 0.44%
10,502
+4,042
85
$2.22M 0.43%
29,767
+2,780
86
$2.2M 0.43%
47,493
-186
87
$2.2M 0.43%
9,567
+108
88
$2.16M 0.42%
43,935
-1,626
89
$2.14M 0.42%
+12,411
90
$2.13M 0.42%
22,699
-43
91
$2.09M 0.41%
7,456
+100
92
$2.08M 0.41%
35,683
+8,055
93
$2.07M 0.4%
45,356
-3,296
94
$2.06M 0.4%
42,067
+476
95
$2.04M 0.4%
6,848
-3,318
96
$2M 0.39%
11,128
+951
97
$1.99M 0.39%
16,350
-4,544
98
$1.98M 0.39%
28,245
-15,112
99
$1.9M 0.37%
48,616
+2,245
100
$1.89M 0.37%
+21,223
2 3
4
5 6