AWM
Avitas Wealth Management Portfolio holdings
AUM
$723M
1-Year Return
33.34%
This Quarter Return
+6.89%
1 Year Return
+33.34%
3 Year Return
+56.19%
5 Year Return
+245.1%
10 Year Return
–
AUM
$352M
AUM Growth
+$31.3M
(+9.8%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
16.37%
Holding
165
New
11
Increased
130
Reduced
12
Closed
11
Top Buys
| 1 |
VNE
Veoneer, Inc.
VNE
|
$3.76M |
| 2 |
Prudential Financial
PRU
|
$3.66M |
| 3 |
Intel
INTC
|
$2.47M |
| 4 |
Aptiv
APTV
|
$1.74M |
| 5 |
Goldman Sachs
GS
|
$1.08M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$3.59M |
| 2 |
United Natural Foods
UNFI
|
$3.19M |
| 3 |
Autoliv
ALV
|
$2.48M |
| 4 |
Cboe Global Markets
CBOE
|
$1.78M |
| 5 |
Centene
CNC
|
$1.15M |
Sector Composition
| 1 | Technology | 19.42% |
| 2 | Financials | 13.72% |
| 3 | Healthcare | 11.92% |
| 4 | Consumer Discretionary | 10.94% |
| 5 | Communication Services | 8% |
