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
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.39M
3
+$1.99M
4
BHP icon
BHP
BHP
+$1.91M
5
ANET icon
Arista Networks
ANET
+$1.44M

Top Sells

1
+$7.37M
2
+$5.1M
3
+$3.93M
4
PLD icon
Prologis
PLD
+$2.04M
5
DVN icon
Devon Energy
DVN
+$1.85M

Sector Composition

1 Technology 25.4%
2 Healthcare 12.47%
3 Financials 9.73%
4 Consumer Discretionary 9.25%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.28%
26,407
-57
102
$1.42M 0.28%
1,975
-63
103
$1.4M 0.27%
57,426
-866
104
$1.39M 0.27%
+14,032
105
$1.36M 0.27%
16,259
+10
106
$1.36M 0.27%
47,601
+11,456
107
$1.34M 0.26%
13,418
-382
108
$1.32M 0.26%
+6,599
109
$1.32M 0.26%
+3,936
110
$1.25M 0.24%
16,718
-68,309
111
$1.22M 0.24%
3,059
-2
112
$1.21M 0.24%
+62,866
113
$1.2M 0.23%
+11,722
114
$1.19M 0.23%
20,505
-27,722
115
$1.17M 0.23%
+8,100
116
$1.15M 0.22%
+19,041
117
$1.14M 0.22%
+24,432
118
$1.13M 0.22%
12,151
-99
119
$1.12M 0.22%
10,319
-37
120
$1.1M 0.22%
10,886
+781
121
$1.1M 0.22%
14,870
-67
122
$1.1M 0.21%
+11,803
123
$1.08M 0.21%
22,449
-191
124
$1.06M 0.21%
11,216
-13,577
125
$1.05M 0.21%
25,691
-245
3 4
5
6 7