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
$494M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$4.18M
3
+$3.5M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$3.2M
5
ALLY icon
Ally Financial
ALLY
+$3M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$2.07M
4
C icon
Citigroup
C
+$1.59M
5
LVS icon
Las Vegas Sands
LVS
+$1.56M

Sector Composition

1 Technology 25.05%
2 Healthcare 14.2%
3 Financials 12.56%
4 Communication Services 10.71%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.24M 0.25%
48,282
+1,446
127
$1.22M 0.25%
13,200
+2,560
128
$1.2M 0.24%
6,854
+1,389
129
$1.2M 0.24%
5,076
+990
130
$1.16M 0.24%
10,282
+304
131
$1.13M 0.23%
6,848
+1,475
132
$1.1M 0.22%
21,649
+10,095
133
$1.1M 0.22%
+12,869
134
$1.09M 0.22%
13,421
-1,041
135
$1.08M 0.22%
10,303
+2,399
136
$1.08M 0.22%
21,935
+557
137
$1.06M 0.22%
3,059
+122
138
$1.05M 0.21%
1,469
+41
139
$1.04M 0.21%
13,030
+3,440
140
$1.03M 0.21%
3,215
+1,394
141
$986K 0.2%
+18,127
142
$976K 0.2%
32,845
+7,630
143
$961K 0.19%
21,060
-220
144
$957K 0.19%
10,953
+6,053
145
$956K 0.19%
+7,030
146
$940K 0.19%
4,161
+2,652
147
$935K 0.19%
3,433
+110
148
$909K 0.18%
38,601
+13,547
149
$903K 0.18%
+19,110
150
$901K 0.18%
9,974
+254
4 5
6
7 8