AWM
Avitas Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+1.9%
1 Year Return
+33.34%
3 Year Return
+56.19%
5 Year Return
+245.1%
10 Year Return
–
AUM
$362M
AUM Growth
+$362M
(+0.76%)
Cap. Flow
-$970K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
17.92%
Holding
196
New
31
Increased
115
Reduced
20
Closed
30
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$3.93M |
| 2 |
American International
AIG
|
$2.62M |
| 3 |
L3Harris
LHX
|
$2.53M |
| 4 |
eBay
EBAY
|
$2.26M |
| 5 |
World Kinect Corp
WKC
|
$2M |
Top Sells
| 1 |
Centene
CNC
|
$3.55M |
| 2 |
LendingTree
TREE
|
$3.5M |
| 3 |
Rockwell Automation
ROK
|
$2.88M |
| 4 |
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% |
