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
$511M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.39M
3
+$1.99M
4
BHP icon
BHP
BHP
+$1.91M
5
ANET icon
Arista Networks
ANET
+$1.44M

Top Sells

1
+$7.37M
2
+$5.1M
3
+$3.93M
4
PLD icon
Prologis
PLD
+$2.04M
5
DVN icon
Devon Energy
DVN
+$1.85M

Sector Composition

1 Technology 25.4%
2 Healthcare 12.47%
3 Financials 9.73%
4 Consumer Discretionary 9.25%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$533K 0.1%
7,872
+1,108
152
$531K 0.1%
7,986
-299
153
$506K 0.1%
8,016
+874
154
$505K 0.1%
1,721
-50
155
$505K 0.1%
2,087
-1,455
156
$497K 0.1%
4,054
-122
157
$494K 0.1%
201
-8
158
$473K 0.09%
7,618
-178
159
$466K 0.09%
4,452
+91
160
$458K 0.09%
557
-20
161
$450K 0.09%
4,839
-95
162
$449K 0.09%
1,424
-45
163
$446K 0.09%
11,929
+389
164
$445K 0.09%
2,688
-1,002
165
$442K 0.09%
+2,706
166
$437K 0.09%
+5,492
167
$435K 0.09%
164
168
$430K 0.08%
10,363
-17
169
$427K 0.08%
1,405
-54
170
$424K 0.08%
2,018
+555
171
$421K 0.08%
868
-21
172
$419K 0.08%
6,086
-184
173
$409K 0.08%
918
-25
174
$396K 0.08%
+5,777
175
$367K 0.07%
90,798
+41,808
5 6
7
8 9