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
$562M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.17M
3
+$3.68M
4
DRE
Duke Realty Corp.
DRE
+$3.19M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.18M

Top Sells

1
+$3.75M
2
+$3.54M
3
+$3.27M
4
JD icon
JD.com
JD
+$3.15M
5
MAR icon
Marriott International
MAR
+$2.75M

Sector Composition

1 Technology 24.73%
2 Financials 12.31%
3 Healthcare 11.76%
4 Consumer Discretionary 10.55%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.22M 0.22%
11,006
+79
127
$1.19M 0.21%
23,659
+760
128
$1.17M 0.21%
19,761
+734
129
$1.16M 0.21%
4,787
+180
130
$1.14M 0.2%
23,564
+61
131
$1.14M 0.2%
+3,299
132
$1.13M 0.2%
19,216
+655
133
$1.12M 0.2%
17,686
+470
134
$1.11M 0.2%
13,161
+433
135
$1.11M 0.2%
9,104
-613
136
$1.08M 0.19%
5,353
+176
137
$1.08M 0.19%
+3,511
138
$1.07M 0.19%
+8,043
139
$1.07M 0.19%
13,782
+3,592
140
$1.03M 0.18%
4,537
+130
141
$987K 0.18%
5,933
-14,246
142
$961K 0.17%
4,293
-2,856
143
$951K 0.17%
5,327
+57
144
$947K 0.17%
11,991
-4,829
145
$939K 0.17%
18,290
+155
146
$911K 0.16%
8,125
+269
147
$909K 0.16%
3,965
+54
148
$898K 0.16%
12,839
+159
149
$887K 0.16%
5,485
+171
150
$872K 0.16%
6,493
+53
4 5
6
7 8