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
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.39M
3
+$1.99M
4
BHP icon
BHP
BHP
+$1.91M
5
ANET icon
Arista Networks
ANET
+$1.44M

Top Sells

1
+$7.37M
2
+$5.1M
3
+$3.93M
4
PLD icon
Prologis
PLD
+$2.04M
5
DVN icon
Devon Energy
DVN
+$1.85M

Sector Composition

1 Technology 25.4%
2 Healthcare 12.47%
3 Financials 9.73%
4 Consumer Discretionary 9.25%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.05M 0.21%
19,216
+168
127
$1.05M 0.21%
15,016
-7,538
128
$1.03M 0.2%
785
-3
129
$1.02M 0.2%
13,380
-108
130
$1.01M 0.2%
14,640
-119
131
$976K 0.19%
+7,768
132
$953K 0.19%
13,170
-45
133
$879K 0.17%
4,224
-11
134
$845K 0.17%
1,549
-57
135
$835K 0.16%
4,182
+851
136
$812K 0.16%
+17,861
137
$805K 0.16%
9,723
+310
138
$783K 0.15%
5,283
+198
139
$773K 0.15%
+2,526
140
$752K 0.15%
2,065
-81
141
$733K 0.14%
2,249
-83
142
$693K 0.14%
11,239
-201
143
$631K 0.12%
13,206
+92
144
$620K 0.12%
2,546
-78
145
$615K 0.12%
5,398
+514
146
$588K 0.12%
2,302
-66
147
$588K 0.12%
7,436
-274
148
$585K 0.11%
5,038
-193
149
$570K 0.11%
4,832
-158
150
$568K 0.11%
3,414
-103
4 5
6
7 8