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
$549M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.19M
3
+$3.4M
4
NTR icon
Nutrien
NTR
+$3.03M
5
BKR icon
Baker Hughes
BKR
+$2.92M

Top Sells

1
+$5.16M
2
+$4M
3
+$3.68M
4
NVS icon
Novartis
NVS
+$3.6M
5
VZ icon
Verizon
VZ
+$2.68M

Sector Composition

1 Technology 26.22%
2 Financials 12.91%
3 Healthcare 11.97%
4 Consumer Discretionary 9.86%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.09M 0.38%
8,818
+21
102
$2.04M 0.37%
45,810
-630
103
$2M 0.36%
34,260
-345
104
$1.94M 0.35%
44,186
+9,555
105
$1.91M 0.35%
134,963
-32,816
106
$1.89M 0.34%
13,820
-148
107
$1.84M 0.34%
32,400
-290
108
$1.81M 0.33%
20,758
-94
109
$1.77M 0.32%
39,574
+15,915
110
$1.71M 0.31%
10,398
-98
111
$1.64M 0.3%
10,005
+1,880
112
$1.6M 0.29%
2,029
-18
113
$1.53M 0.28%
3,785
-34
114
$1.52M 0.28%
3,943
-1,600
115
$1.5M 0.27%
10,334
-2,360
116
$1.47M 0.27%
11,545
-113
117
$1.45M 0.26%
4,756
-31
118
$1.42M 0.26%
55,326
+2,776
119
$1.29M 0.24%
24,502
+4,741
120
$1.28M 0.23%
11,597
+591
121
$1.22M 0.22%
25,240
+1,676
122
$1.2M 0.22%
6,838
+1,353
123
$1.18M 0.22%
3,271
-28
124
$1.18M 0.21%
5,236
-54
125
$1.13M 0.21%
17,416
-270
3 4
5
6 7