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
$598M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$2.27M
4
ELV icon
Elevance Health
ELV
+$2.14M
5
F icon
Ford
F
+$2.13M

Top Sells

1
+$6.62M
2
+$3.31M
3
+$3.01M
4
PFE icon
Pfizer
PFE
+$2.72M
5
GM icon
General Motors
GM
+$2.39M

Sector Composition

1 Technology 28.46%
2 Financials 10.95%
3 Healthcare 10.58%
4 Consumer Discretionary 9.41%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.37%
12,420
+122
77
$2.16M 0.36%
43,988
+1,262
78
$2.16M 0.36%
47,200
+850
79
$2.14M 0.36%
9,192
+134
80
$2.14M 0.36%
5,214
+155
81
$2.14M 0.36%
+4,531
82
$2.13M 0.36%
+174,426
83
$2.12M 0.35%
23,474
+760
84
$2.11M 0.35%
27,266
+8,339
85
$2.01M 0.34%
19,095
+539
86
$2.01M 0.34%
34,180
+516
87
$2.01M 0.34%
36,645
+1,064
88
$2M 0.33%
9,265
+164
89
$1.94M 0.32%
18,717
+472
90
$1.91M 0.32%
8,463
+256
91
$1.9M 0.32%
13,950
+106
92
$1.82M 0.3%
4,136
+42
93
$1.82M 0.3%
5,954
+2,180
94
$1.8M 0.3%
10,589
+122
95
$1.78M 0.3%
3,055
+49
96
$1.75M 0.29%
+6,732
97
$1.72M 0.29%
22,104
+284
98
$1.71M 0.29%
4,435
+29
99
$1.69M 0.28%
2,231
+27
100
$1.68M 0.28%
4,799
+161
2 3
4
5 6