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
$494M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$4.18M
3
+$3.5M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$3.2M
5
ALLY icon
Ally Financial
ALLY
+$3M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$2.07M
4
C icon
Citigroup
C
+$1.59M
5
LVS icon
Las Vegas Sands
LVS
+$1.56M

Sector Composition

1 Technology 25.05%
2 Healthcare 14.2%
3 Financials 12.56%
4 Communication Services 10.71%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2M 0.41%
+32,111
102
$2M 0.4%
9,459
+190
103
$1.95M 0.39%
+47,679
104
$1.94M 0.39%
+7,356
105
$1.94M 0.39%
+74,593
106
$1.89M 0.38%
22,742
+312
107
$1.89M 0.38%
+7,378
108
$1.87M 0.38%
+46,371
109
$1.86M 0.38%
+10,177
110
$1.85M 0.37%
+41,591
111
$1.83M 0.37%
16,131
-159
112
$1.79M 0.36%
+45,924
113
$1.75M 0.35%
+26,987
114
$1.69M 0.34%
25,613
+5,424
115
$1.69M 0.34%
+2,550
116
$1.68M 0.34%
16,089
-826
117
$1.62M 0.33%
27,628
+873
118
$1.58M 0.32%
+18,482
119
$1.57M 0.32%
14,528
-4,445
120
$1.56M 0.32%
17,020
+729
121
$1.53M 0.31%
6,590
+2,540
122
$1.42M 0.29%
33,662
-16,317
123
$1.41M 0.29%
6,460
+201
124
$1.3M 0.26%
5,865
+2,684
125
$1.29M 0.26%
+28,624
3 4
5
6 7