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
$494M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$4.18M
3
+$3.5M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$3.2M
5
ALLY icon
Ally Financial
ALLY
+$3M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$2.07M
4
C icon
Citigroup
C
+$1.59M
5
LVS icon
Las Vegas Sands
LVS
+$1.56M

Sector Composition

1 Technology 25.05%
2 Healthcare 14.2%
3 Financials 12.56%
4 Communication Services 10.71%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$897K 0.18%
4,508
+101
152
$864K 0.17%
10,300
+2,883
153
$862K 0.17%
3,985
+130
154
$855K 0.17%
12,677
-82
155
$852K 0.17%
+5,633
156
$852K 0.17%
5,298
-58
157
$842K 0.17%
6,095
-8,550
158
$825K 0.17%
19,466
+722
159
$789K 0.16%
12,636
+334
160
$776K 0.16%
15,917
+398
161
$774K 0.16%
5,669
+259
162
$774K 0.16%
2,286
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163
$769K 0.16%
4,831
+156
164
$757K 0.15%
2,821
+95
165
$749K 0.15%
17,951
+928
166
$748K 0.15%
3,123
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167
$744K 0.15%
2,365
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168
$724K 0.15%
17,310
+361
169
$707K 0.14%
9,842
+4,576
170
$704K 0.14%
25,382
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171
$677K 0.14%
12,575
+398
172
$672K 0.14%
1,893
+61
173
$668K 0.14%
5,346
+2,214
174
$658K 0.13%
6,683
+1,647
175
$652K 0.13%
9,661
-20
5 6
7
8 9