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
$553M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$947K
3
+$897K
4
CI icon
Cigna
CI
+$888K
5
CVS icon
CVS Health
CVS
+$774K

Top Sells

1
+$2.59M
2
+$2.03M
3
+$1.1M
4
FWONK icon
Liberty Media Series C
FWONK
+$953K
5
BK icon
Bank of New York Mellon
BK
+$812K

Sector Composition

1 Technology 27.73%
2 Healthcare 12.25%
3 Consumer Discretionary 9.76%
4 Financials 9.57%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$528K 0.1%
4,766
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152
$520K 0.09%
7,952
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153
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