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
$305M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.45M
3
+$3.21M
4
VLO icon
Valero Energy
VLO
+$3.09M
5
COF icon
Capital One
COF
+$2.95M

Top Sells

1
+$4.1M
2
+$3.75M
3
+$3.66M
4
CVLT icon
Commault Systems
CVLT
+$3.5M
5
ANDV
Andeavor
ANDV
+$3.38M

Sector Composition

1 Technology 18.25%
2 Healthcare 14.7%
3 Financials 14.37%
4 Consumer Discretionary 9.77%
5 Communication Services 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
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