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
$457M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.2M
3
+$7.01M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.62M
5
EOG icon
EOG Resources
EOG
+$3.96M

Top Sells

1
+$10.2M
2
+$8.39M
3
+$5.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.87M
5
INTC icon
Intel
INTC
+$3.84M

Sector Composition

1 Technology 20.4%
2 Healthcare 15.66%
3 Financials 9.52%
4 Consumer Staples 8.11%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.89M 0.41%
5,170
-3,539
77
$1.87M 0.41%
6,294
-850
78
$1.86M 0.41%
36,138
+515
79
$1.86M 0.41%
+12,755
80
$1.84M 0.4%
57,174
+252
81
$1.81M 0.4%
+19,764
82
$1.79M 0.39%
32,458
-15,003
83
$1.78M 0.39%
+22,347
84
$1.78M 0.39%
10,656
+4,443
85
$1.76M 0.39%
55,524
+42,794
86
$1.72M 0.38%
22,463
+162
87
$1.71M 0.37%
14,520
+91
88
$1.7M 0.37%
11,501
+87
89
$1.68M 0.37%
18,387
+271
90
$1.67M 0.36%
+15,722
91
$1.65M 0.36%
11,998
+3,247
92
$1.63M 0.36%
8,304
-3,052
93
$1.63M 0.36%
35,098
+10,962
94
$1.62M 0.35%
43,233
+651
95
$1.58M 0.35%
+11,680
96
$1.54M 0.34%
16,332
-3,300
97
$1.54M 0.34%
+12,677
98
$1.5M 0.33%
+42,437
99
$1.47M 0.32%
19,268
-424
100
$1.46M 0.32%
+7,532
2 3
4
5 6