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
$359M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.68M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.61M
5
VZ icon
Verizon
VZ
+$1.59M

Top Sells

1
+$1.96M
2
+$1.76M
3
+$1.05M
4
PTON icon
Peloton Interactive
PTON
+$1.02M
5
LYFT icon
Lyft
LYFT
+$912K

Sector Composition

1 Technology 26.2%
2 Healthcare 13.93%
3 Financials 11.19%
4 Consumer Discretionary 9.7%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$714K 0.2%
12,302
+509
127
$702K 0.2%
1,832
+82
128
$694K 0.19%
9,720
-4,688
129
$684K 0.19%
5,373
-1,001
130
$679K 0.19%
4,407
-2,490
131
$652K 0.18%
1,809
+66
132
$643K 0.18%
2,726
+143
133
$598K 0.17%
+21,977
134
$594K 0.17%
25,215
+4,245
135
$590K 0.16%
1,962
+356
136
$575K 0.16%
9,681
+3,076
137
$554K 0.15%
+24,405
138
$552K 0.15%
+18,744
139
$543K 0.15%
5,410
+1,969
140
$531K 0.15%
22,047
+646
141
$520K 0.15%
3,132
+509
142
$514K 0.14%
5,036
+1,652
143
$499K 0.14%
2,237
-697
144
$498K 0.14%
9,590
+1,980
145
$494K 0.14%
2,627
+148
146
$471K 0.13%
+5,652
147
$461K 0.13%
17,023
+4,300
148
$459K 0.13%
4,900
+1,171
149
$457K 0.13%
6,606
+777
150
$452K 0.13%
7,611
+234
4 5
6
7 8