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
$596M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$4.91M
3
+$3.13M
4
TSLA icon
Tesla
TSLA
+$2.53M
5
TRI icon
Thomson Reuters
TRI
+$2.28M

Top Sells

1
+$9.08M
2
+$2.42M
3
+$2.38M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$2.22M
5
LUV icon
Southwest Airlines
LUV
+$2.2M

Sector Composition

1 Technology 26.45%
2 Financials 12.51%
3 Consumer Discretionary 11.45%
4 Healthcare 11.3%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$565K 0.09%
+1,668
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$554K 0.09%
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-7,087
153
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$242K 0.04%
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