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
$598M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$2.27M
4
ELV icon
Elevance Health
ELV
+$2.14M
5
F icon
Ford
F
+$2.13M

Top Sells

1
+$6.62M
2
+$3.31M
3
+$3.01M
4
PFE icon
Pfizer
PFE
+$2.72M
5
GM icon
General Motors
GM
+$2.39M

Sector Composition

1 Technology 28.46%
2 Financials 10.95%
3 Healthcare 10.58%
4 Consumer Discretionary 9.41%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$633K 0.11%
2,417
-15
152
$619K 0.1%
22,943
+602
153
$577K 0.1%
+7,013
154
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160
155
$551K 0.09%
1,354
-11
156
$542K 0.09%
5,236
-15
157
$538K 0.09%
22,913
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158
$537K 0.09%
9,177
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159
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1,636
-6
160
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4,663
-18
161
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5,789
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162
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163
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192
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164
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12,298
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165
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5,408
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166
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167
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11,255
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168
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4,277
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170
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7,255
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171
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7,584
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172
$423K 0.07%
+4,712
173
$403K 0.07%
2,416
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174
$397K 0.07%
2,899
-15
175
$378K 0.06%
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