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
$562M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.17M
3
+$3.68M
4
DRE
Duke Realty Corp.
DRE
+$3.19M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.18M

Top Sells

1
+$3.75M
2
+$3.54M
3
+$3.27M
4
JD icon
JD.com
JD
+$3.15M
5
MAR icon
Marriott International
MAR
+$2.75M

Sector Composition

1 Technology 24.73%
2 Financials 12.31%
3 Healthcare 11.76%
4 Consumer Discretionary 10.55%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.5%
24,389
+549
77
$2.79M 0.5%
18,864
+227
78
$2.76M 0.49%
17,358
+453
79
$2.68M 0.48%
47,849
+12,166
80
$2.66M 0.47%
10,892
+2,290
81
$2.64M 0.47%
45,012
+1,077
82
$2.63M 0.47%
+181,107
83
$2.62M 0.47%
10,945
+282
84
$2.59M 0.46%
20,852
+8,320
85
$2.56M 0.46%
54,289
-12,388
86
$2.55M 0.45%
10,905
+403
87
$2.55M 0.45%
72,330
-18,434
88
$2.51M 0.45%
16,578
+396
89
$2.5M 0.45%
31,248
+957
90
$2.5M 0.44%
39,455
+885
91
$2.49M 0.44%
+167,779
92
$2.49M 0.44%
26,511
+9,250
93
$2.49M 0.44%
+49,392
94
$2.47M 0.44%
+15,145
95
$2.46M 0.44%
+12,909
96
$2.46M 0.44%
8,462
+1,614
97
$2.36M 0.42%
+64,112
98
$2.33M 0.42%
9,091
+1,992
99
$2.21M 0.39%
7,649
+193
100
$2.2M 0.39%
11,504
+376
2 3
4
5 6