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
$598M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$2.27M
4
ELV icon
Elevance Health
ELV
+$2.14M
5
F icon
Ford
F
+$2.13M

Top Sells

1
+$6.62M
2
+$3.31M
3
+$3.01M
4
PFE icon
Pfizer
PFE
+$2.72M
5
GM icon
General Motors
GM
+$2.39M

Sector Composition

1 Technology 28.46%
2 Financials 10.95%
3 Healthcare 10.58%
4 Consumer Discretionary 9.41%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.28%
18,212
+572
102
$1.63M 0.27%
27,678
+20,388
103
$1.61M 0.27%
13,869
+162
104
$1.6M 0.27%
10,273
+187
105
$1.58M 0.26%
65,226
+2,782
106
$1.54M 0.26%
17,119
+599
107
$1.53M 0.26%
17,953
+545
108
$1.51M 0.25%
26,253
+448
109
$1.51M 0.25%
20,792
+173
110
$1.5M 0.25%
957
+20
111
$1.36M 0.23%
8,502
+308
112
$1.34M 0.22%
21,097
+596
113
$1.34M 0.22%
4,848
+135
114
$1.3M 0.22%
23,965
+667
115
$1.27M 0.21%
11,135
+136
116
$1.27M 0.21%
13,707
+655
117
$1.23M 0.21%
17,061
+198
118
$1.16M 0.19%
1,443
-6
119
$1.15M 0.19%
14,208
+454
120
$1.15M 0.19%
1,418
+52
121
$1.14M 0.19%
13,733
+369
122
$1.14M 0.19%
28,385
+1,264
123
$1.14M 0.19%
15,872
+12,050
124
$1.14M 0.19%
+39,387
125
$1.12M 0.19%
30,946
+765
3 4
5
6 7