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
$658M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.62M
3
+$1.82M
4
INTC icon
Intel
INTC
+$1.78M
5
PFE icon
Pfizer
PFE
+$1.78M

Top Sells

1
+$6.33M
2
+$4.36M
3
+$4.1M
4
AMAT icon
Applied Materials
AMAT
+$1.33M
5
XYZ
Block Inc
XYZ
+$1.02M

Sector Composition

1 Technology 28.91%
2 Financials 11.63%
3 Healthcare 11.38%
4 Consumer Discretionary 8.8%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.2%
15,174
-12,092
127
$1.28M 0.19%
16,734
-327
128
$1.24M 0.19%
14,397
+189
129
$1.22M 0.19%
31,007
+61
130
$1.21M 0.18%
5,357
-64
131
$1.2M 0.18%
29,884
+1,499
132
$1.19M 0.18%
18,842
-252
133
$1.19M 0.18%
12,261
+164
134
$1.17M 0.18%
1,422
-21
135
$1.15M 0.17%
+4,197
136
$1.09M 0.17%
39,966
+579
137
$1.09M 0.17%
4,183
-33
138
$1.07M 0.16%
2,712
+52
139
$1.01M 0.15%
2,110
-25
140
$1.01M 0.15%
+19,453
141
$981K 0.15%
5,810
+14
142
$972K 0.15%
1,551
+31
143
$971K 0.15%
36,981
-366
144
$920K 0.14%
9,748
-186
145
$906K 0.14%
3,008
-40
146
$866K 0.13%
2,171
-21
147
$866K 0.13%
12,926
-82
148
$858K 0.13%
5,096
-37
149
$850K 0.13%
11,487
+168
150
$849K 0.13%
7,554
-79
4 5
6
7 8