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
$658M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.62M
3
+$1.82M
4
INTC icon
Intel
INTC
+$1.78M
5
PFE icon
Pfizer
PFE
+$1.78M

Top Sells

1
+$6.33M
2
+$4.36M
3
+$4.1M
4
AMAT icon
Applied Materials
AMAT
+$1.33M
5
XYZ
Block Inc
XYZ
+$1.02M

Sector Composition

1 Technology 28.91%
2 Financials 11.63%
3 Healthcare 11.38%
4 Consumer Discretionary 8.8%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.75M 0.27%
4,107
-29
102
$1.75M 0.27%
13,719
-150
103
$1.75M 0.27%
10,156
-117
104
$1.71M 0.26%
23,641
-13,375
105
$1.7M 0.26%
27,767
+89
106
$1.69M 0.26%
4,863
+64
107
$1.68M 0.26%
21,770
-334
108
$1.66M 0.25%
20,361
-431
109
$1.66M 0.25%
24,207
+242
110
$1.64M 0.25%
68,106
+2,880
111
$1.59M 0.24%
21,337
+240
112
$1.56M 0.24%
117,581
-56,845
113
$1.56M 0.24%
17,353
+234
114
$1.54M 0.23%
25,971
-282
115
$1.46M 0.22%
968
+11
116
$1.41M 0.21%
+22,369
117
$1.41M 0.21%
8,621
+119
118
$1.38M 0.21%
15,829
-43
119
$1.38M 0.21%
10,929
-206
120
$1.34M 0.2%
10,972
-65
121
$1.34M 0.2%
4,900
+52
122
$1.34M 0.2%
13,794
+61
123
$1.31M 0.2%
6,813
+81
124
$1.3M 0.2%
14,179
+472
125
$1.29M 0.2%
3,926
-21
3 4
5
6 7