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
$658M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.62M
3
+$1.82M
4
INTC icon
Intel
INTC
+$1.78M
5
PFE icon
Pfizer
PFE
+$1.78M

Top Sells

1
+$6.33M
2
+$4.36M
3
+$4.1M
4
AMAT icon
Applied Materials
AMAT
+$1.33M
5
XYZ
Block Inc
XYZ
+$1.02M

Sector Composition

1 Technology 28.91%
2 Financials 11.63%
3 Healthcare 11.38%
4 Consumer Discretionary 8.8%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.27M 0.34%
44,439
+451
77
$2.26M 0.34%
13,682
-268
78
$2.24M 0.34%
12,179
-241
79
$2.22M 0.34%
23,755
+281
80
$2.22M 0.34%
8,565
+102
81
$2.21M 0.34%
18,803
+86
82
$2.16M 0.33%
2,225
-6
83
$2.15M 0.33%
37,081
+436
84
$2.14M 0.33%
18,171
+218
85
$2.13M 0.32%
39,694
+450
86
$2.13M 0.32%
23,341
-77
87
$2.13M 0.32%
3,048
-7
88
$2.11M 0.32%
33,108
+424
89
$2.02M 0.31%
16,079
-3,016
90
$1.86M 0.28%
10,665
-3,620
91
$1.83M 0.28%
10,442
-147
92
$1.82M 0.28%
+6,395
93
$1.82M 0.28%
36,400
-13,827
94
$1.82M 0.28%
4,348
-87
95
$1.81M 0.28%
18,463
+251
96
$1.81M 0.27%
9,159
-106
97
$1.8M 0.27%
2,163
+745
98
$1.78M 0.27%
+40,372
99
$1.78M 0.27%
+64,152
100
$1.76M 0.27%
6,078
+124
2 3
4
5 6