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
$658M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.62M
3
+$1.82M
4
INTC icon
Intel
INTC
+$1.78M
5
PFE icon
Pfizer
PFE
+$1.78M

Top Sells

1
+$6.33M
2
+$4.36M
3
+$4.1M
4
AMAT icon
Applied Materials
AMAT
+$1.33M
5
XYZ
Block Inc
XYZ
+$1.02M

Sector Composition

1 Technology 28.91%
2 Financials 11.63%
3 Healthcare 11.38%
4 Consumer Discretionary 8.8%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$843K 0.13%
9,506
+2,493
152
$812K 0.12%
22,959
+16
153
$790K 0.12%
5,698
-63
154
$788K 0.12%
1,212
-4
155
$702K 0.11%
1,342
-11
156
$671K 0.1%
+10,151
157
$665K 0.1%
5,176
-60
158
$642K 0.1%
2,391
-26
159
$623K 0.09%
4,576
-42
160
$620K 0.09%
9,076
-101
161
$608K 0.09%
1,556
-17
162
$589K 0.09%
187
-5
163
$578K 0.09%
2,505
-37
164
$573K 0.09%
158
-2
165
$561K 0.09%
1,343
-11
166
$556K 0.08%
5,336
-72
167
$554K 0.08%
5,730
-59
168
$544K 0.08%
+13,454
169
$544K 0.08%
3,216
-37
170
$536K 0.08%
7,566
-18
171
$503K 0.08%
660
-7
172
$500K 0.08%
121,775
+443
173
$500K 0.08%
11,875
+620
174
$499K 0.08%
2,395
-21
175
$489K 0.07%
4,214
-63
5 6
7
8 9