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
$359M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.68M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.61M
5
VZ icon
Verizon
VZ
+$1.59M

Top Sells

1
+$1.96M
2
+$1.76M
3
+$1.05M
4
PTON icon
Peloton Interactive
PTON
+$1.02M
5
LYFT icon
Lyft
LYFT
+$912K

Sector Composition

1 Technology 26.2%
2 Healthcare 13.93%
3 Financials 11.19%
4 Consumer Discretionary 9.7%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.37%
16,291
+853
102
$1.25M 0.35%
6,259
+251
103
$1.21M 0.34%
28,762
+7,735
104
$1.21M 0.34%
46,836
+1,046
105
$1.2M 0.33%
16,915
+4,478
106
$1.19M 0.33%
4,050
+204
107
$1.19M 0.33%
8,493
-3,306
108
$1.15M 0.32%
+57,581
109
$1.12M 0.31%
9,978
+192
110
$1.11M 0.31%
4,086
+207
111
$1.1M 0.31%
10,640
+532
112
$1.08M 0.3%
1,428
+67
113
$1.05M 0.29%
21,378
+831
114
$1M 0.28%
14,462
+597
115
$967K 0.27%
2,937
+673
116
$934K 0.26%
3,323
+169
117
$878K 0.24%
21,280
+405
118
$874K 0.24%
7,904
+390
119
$838K 0.23%
20,189
+685
120
$818K 0.23%
12,759
+379
121
$799K 0.22%
3,181
+127
122
$787K 0.22%
5,356
+106
123
$778K 0.22%
4,675
+246
124
$770K 0.21%
3,855
+181
125
$735K 0.2%
16,949
-5,216
3 4
5
6 7