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
$301M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$2.87M
3
+$2.53M
4
XYZ
Block Inc
XYZ
+$2.3M
5
OMF icon
OneMain Financial
OMF
+$2.15M

Top Sells

1
+$5.54M
2
+$3.25M
3
+$2.29M
4
MSI icon
Motorola Solutions
MSI
+$1.61M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.56M

Sector Composition

1 Technology 26.14%
2 Healthcare 15.25%
3 Financials 11.15%
4 Consumer Staples 9.43%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$929K 0.31%
+27,925
102
$925K 0.31%
13,865
-19,591
103
$912K 0.3%
+27,633
104
$887K 0.29%
11,799
-4,428
105
$848K 0.28%
+6,374
106
$830K 0.28%
3,846
-2,038
107
$827K 0.27%
13,008
-103
108
$812K 0.27%
15,438
-314
109
$805K 0.27%
7,514
-57
110
$801K 0.27%
+7,313
111
$799K 0.27%
12,437
+12
112
$790K 0.26%
+5,870
113
$741K 0.25%
4,429
-30
114
$741K 0.25%
20,875
-130
115
$740K 0.25%
+6,897
116
$739K 0.25%
3,154
-21
117
$731K 0.24%
3,674
-23
118
$726K 0.24%
12,380
-8
119
$706K 0.23%
2,264
-202
120
$686K 0.23%
11,793
-117
121
$671K 0.22%
22,165
-147
122
$670K 0.22%
5,250
-30
123
$639K 0.21%
1,750
-16
124
$589K 0.2%
2,583
-21
125
$578K 0.19%
1,606
-13
3 4
5
6 7