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
$596M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$4.91M
3
+$3.13M
4
TSLA icon
Tesla
TSLA
+$2.53M
5
TRI icon
Thomson Reuters
TRI
+$2.28M

Top Sells

1
+$9.08M
2
+$2.42M
3
+$2.38M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$2.22M
5
LUV icon
Southwest Airlines
LUV
+$2.2M

Sector Composition

1 Technology 26.45%
2 Financials 12.51%
3 Consumer Discretionary 11.45%
4 Healthcare 11.3%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.29%
+6,084
102
$1.65M 0.28%
4,937
+181
103
$1.6M 0.27%
11,356
-189
104
$1.57M 0.26%
6,998
-1,820
105
$1.53M 0.26%
11,632
+4,403
106
$1.53M 0.26%
3,905
+120
107
$1.5M 0.25%
10,166
+2,204
108
$1.48M 0.25%
+16,973
109
$1.44M 0.24%
9,188
-817
110
$1.42M 0.24%
55,690
+364
111
$1.39M 0.23%
3,376
+105
112
$1.36M 0.23%
32,545
-7,029
113
$1.32M 0.22%
7,178
-2,384
114
$1.31M 0.22%
+3,661
115
$1.31M 0.22%
19,637
-24,573
116
$1.3M 0.22%
11,841
+244
117
$1.26M 0.21%
5,407
+171
118
$1.22M 0.2%
25,785
+545
119
$1.09M 0.18%
7,061
-3,337
120
$1.08M 0.18%
10,784
-2,228
121
$1.08M 0.18%
11,557
-21,045
122
$1.05M 0.18%
5,158
-76
123
$1.05M 0.18%
11,482
-2,244
124
$1.04M 0.17%
4,094
+151
125
$1.01M 0.17%
5,574
+1,497
3 4
5
6 7