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
$511M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$3.98M
3
+$3.96M
4
JD icon
JD.com
JD
+$3.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.98M

Top Sells

1
+$4.56M
2
+$3.34M
3
+$3.22M
4
AEP icon
American Electric Power
AEP
+$3.11M
5
TRU icon
TransUnion
TRU
+$2.94M

Sector Composition

1 Technology 24.76%
2 Healthcare 12.72%
3 Financials 11.86%
4 Consumer Discretionary 11.26%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.37%
7,252
-126
102
$1.88M 0.37%
31,610
+12,500
103
$1.88M 0.37%
18,493
-6,634
104
$1.83M 0.36%
3,681
+12
105
$1.82M 0.36%
8,602
+2,737
106
$1.81M 0.35%
54,211
-20,382
107
$1.79M 0.35%
+29,507
108
$1.74M 0.34%
11,116
-5,845
109
$1.69M 0.33%
9,843
-8,366
110
$1.64M 0.32%
2,661
+111
111
$1.5M 0.29%
7,099
-2,391
112
$1.48M 0.29%
+8,089
113
$1.48M 0.29%
12,640
-3,491
114
$1.48M 0.29%
28,829
+205
115
$1.41M 0.28%
6,403
-2,598
116
$1.41M 0.28%
12,532
-4,870
117
$1.35M 0.27%
17,261
+241
118
$1.35M 0.26%
52,692
+4,410
119
$1.28M 0.25%
55,511
-67,806
120
$1.26M 0.25%
23,444
+13,602
121
$1.25M 0.24%
22,899
+1,250
122
$1.25M 0.24%
16,820
-8,793
123
$1.23M 0.24%
33,450
+605
124
$1.21M 0.24%
13,488
+288
125
$1.2M 0.24%
+45,305
3 4
5
6 7