AWM

Avitas Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 33.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$6.4M
2 +$5.65M
3 +$5.25M
4
BLK icon
Blackrock
BLK
+$4.79M
5
MA icon
Mastercard
MA
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.63%
2 Financials 14.25%
3 Consumer Discretionary 11.63%
4 Healthcare 11.29%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$351K 0.11%
+12,088
152
$344K 0.11%
+3,570
153
$317K 0.1%
+13,234
154
$209K 0.07%
+3,173