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
$457M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.2M
3
+$7.01M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.62M
5
EOG icon
EOG Resources
EOG
+$3.96M

Top Sells

1
+$10.2M
2
+$8.39M
3
+$5.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.87M
5
INTC icon
Intel
INTC
+$3.84M

Sector Composition

1 Technology 20.4%
2 Healthcare 15.66%
3 Financials 9.52%
4 Consumer Staples 8.11%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$419K 0.09%
2,440
-148
152
$413K 0.09%
+882
153
$410K 0.09%
+1,454
154
$404K 0.09%
+4,244
155
$400K 0.09%
1,462
-43
156
$385K 0.08%
810
-188
157
$381K 0.08%
+2,089
158
$378K 0.08%
+6,499
159
$360K 0.08%
933
-146
160
$360K 0.08%
1,616
-39
161
$349K 0.08%
2,442
-786
162
$339K 0.07%
+573
163
$329K 0.07%
3,554
-117
164
$322K 0.07%
10,352
-4,156
165
$309K 0.07%
2,541
-2,739
166
$302K 0.07%
1,524
-39
167
$297K 0.07%
+1,658
168
$283K 0.06%
+4,692
169
$282K 0.06%
161
-91
170
$273K 0.06%
3,707
+1,208
171
$269K 0.06%
5,334
-2,342
172
$263K 0.06%
+3,987
173
$253K 0.06%
+1,226
174
$252K 0.06%
+2,415
175
$250K 0.05%
+1,252
5 6
7
8 9