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
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.39M
3
+$1.99M
4
BHP icon
BHP
BHP
+$1.91M
5
ANET icon
Arista Networks
ANET
+$1.44M

Top Sells

1
+$7.37M
2
+$5.1M
3
+$3.93M
4
PLD icon
Prologis
PLD
+$2.04M
5
DVN icon
Devon Energy
DVN
+$1.85M

Sector Composition

1 Technology 25.4%
2 Healthcare 12.47%
3 Financials 9.73%
4 Consumer Discretionary 9.25%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.39%
+52,576
77
$1.99M 0.39%
6,957
-21
78
$1.96M 0.38%
10,762
-77
79
$1.95M 0.38%
35,643
-414
80
$1.95M 0.38%
7,984
-128
81
$1.94M 0.38%
5,604
+1,304
82
$1.91M 0.37%
+30,139
83
$1.9M 0.37%
9,319
-29
84
$1.88M 0.37%
35,741
-131
85
$1.83M 0.36%
12,219
+3,086
86
$1.79M 0.35%
5,037
-29
87
$1.78M 0.35%
14,273
-147
88
$1.69M 0.33%
32,311
+5,891
89
$1.67M 0.33%
16,718
+5,794
90
$1.63M 0.32%
22,747
-233
91
$1.6M 0.31%
46,900
+150
92
$1.59M 0.31%
8,201
-112
93
$1.58M 0.31%
42,705
-429
94
$1.53M 0.3%
2,247
-8
95
$1.51M 0.3%
47,650
+33,785
96
$1.49M 0.29%
4,570
-2,108
97
$1.48M 0.29%
15,099
-11
98
$1.48M 0.29%
17,504
-114
99
$1.45M 0.28%
4,192
-25
100
$1.44M 0.28%
+34,408
2 3
4
5 6