AWM

Avitas Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 33.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.6M
3
+$2.48M
4
EBAY icon
eBay
EBAY
+$2.32M
5
OKE icon
Oneok
OKE
+$1.91M

Top Sells

1
+$3.55M
2
+$3.5M
3
+$2.88M
4
ABBV icon
AbbVie
ABBV
+$2.52M
5
CXO
CONCHO RESOURCES INC.
CXO
+$2.48M

Sector Composition

1 Technology 17.41%
2 Financials 15.65%
3 Healthcare 13.39%
4 Communication Services 9.33%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
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