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
$562M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.17M
3
+$3.68M
4
DRE
Duke Realty Corp.
DRE
+$3.19M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.18M

Top Sells

1
+$3.75M
2
+$3.54M
3
+$3.27M
4
JD icon
JD.com
JD
+$3.15M
5
MAR icon
Marriott International
MAR
+$2.75M

Sector Composition

1 Technology 24.73%
2 Financials 12.31%
3 Healthcare 11.76%
4 Consumer Discretionary 10.55%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.18M 0.39%
10,084
+241
102
$2.15M 0.38%
8,797
+2,394
103
$2.13M 0.38%
32,690
+1,080
104
$2.12M 0.38%
46,440
+1,084
105
$2.09M 0.37%
11,403
+287
106
$2.08M 0.37%
48,741
+1,248
107
$2.05M 0.36%
13,843
-6,168
108
$2.03M 0.36%
+21,941
109
$2.01M 0.36%
10,496
+2,407
110
$1.96M 0.35%
12,694
+5,175
111
$1.94M 0.35%
21,995
+772
112
$1.93M 0.34%
+34,631
113
$1.84M 0.33%
34,655
-8,354
114
$1.8M 0.32%
43,039
+972
115
$1.65M 0.29%
34,605
+1,155
116
$1.64M 0.29%
2,047
+551
117
$1.59M 0.28%
29,580
+751
118
$1.49M 0.27%
13,968
+480
119
$1.47M 0.26%
11,658
-982
120
$1.46M 0.26%
5,290
+2,872
121
$1.39M 0.25%
3,819
+132
122
$1.35M 0.24%
52,550
-142
123
$1.32M 0.24%
58,114
+32,344
124
$1.3M 0.23%
5,543
-2,299
125
$1.29M 0.23%
7,951
-2,641
3 4
5
6 7