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
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$3.98M
3
+$3.96M
4
JD icon
JD.com
JD
+$3.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.98M

Top Sells

1
+$4.56M
2
+$3.34M
3
+$3.22M
4
AEP icon
American Electric Power
AEP
+$3.11M
5
TRU icon
TransUnion
TRU
+$2.94M

Sector Composition

1 Technology 24.76%
2 Healthcare 12.72%
3 Financials 11.86%
4 Consumer Discretionary 11.26%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.2M 0.23%
10,927
+645
127
$1.14M 0.22%
+27,961
128
$1.13M 0.22%
23,503
+1,568
129
$1.13M 0.22%
3,687
+628
130
$1.11M 0.22%
5,177
+101
131
$1.11M 0.22%
+8,842
132
$1.09M 0.21%
19,027
+3,599
133
$1.05M 0.21%
11,290
-22,810
134
$1.04M 0.2%
9,717
-3,152
135
$1.03M 0.2%
+17,216
136
$1.03M 0.2%
7,842
-8,247
137
$1.02M 0.2%
1,496
+27
138
$999K 0.2%
4,407
-2,183
139
$999K 0.2%
7,519
+3,082
140
$991K 0.19%
7,614
+2,268
141
$962K 0.19%
8,921
-5,607
142
$942K 0.18%
12,728
+92
143
$904K 0.18%
38,808
+207
144
$897K 0.18%
6,827
-203
145
$886K 0.17%
5,270
-28
146
$866K 0.17%
12,680
+3
147
$864K 0.17%
3,911
+626
148
$850K 0.17%
10,592
-7,535
149
$841K 0.16%
+4,607
150
$838K 0.16%
6,440
+345
4 5
6
7 8