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
$359M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.68M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.61M
5
VZ icon
Verizon
VZ
+$1.59M

Top Sells

1
+$1.96M
2
+$1.76M
3
+$1.05M
4
PTON icon
Peloton Interactive
PTON
+$1.02M
5
LYFT icon
Lyft
LYFT
+$912K

Sector Composition

1 Technology 26.2%
2 Healthcare 13.93%
3 Financials 11.19%
4 Consumer Discretionary 9.7%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.13%
+5,465
152
$449K 0.13%
12,177
+623
153
$443K 0.12%
30,783
+12,304
154
$440K 0.12%
+3,505
155
$439K 0.12%
1,509
+278
156
$434K 0.12%
+1,821
157
$434K 0.12%
1,790
-198
158
$427K 0.12%
19,269
+613
159
$421K 0.12%
11,554
+570
160
$408K 0.11%
10,459
+542
161
$407K 0.11%
15,463
+6,135
162
$398K 0.11%
1,612
+315
163
$392K 0.11%
7,417
+398
164
$390K 0.11%
9,926
+572
165
$386K 0.11%
23,982
+10,303
166
$376K 0.1%
4,886
-114
167
$365K 0.1%
2,652
+151
168
$364K 0.1%
+5,628
169
$360K 0.1%
+8,112
170
$334K 0.09%
5,899
+1,164
171
$330K 0.09%
5,266
+301
172
$329K 0.09%
+15,519
173
$289K 0.08%
7,014
+132
174
$284K 0.08%
5,016
+25
175
$278K 0.08%
+9,658
4 5 6
7
8