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
$301M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$2.87M
3
+$2.53M
4
XYZ
Block Inc
XYZ
+$2.3M
5
OMF icon
OneMain Financial
OMF
+$2.15M

Top Sells

1
+$5.54M
2
+$3.25M
3
+$2.29M
4
MSI icon
Motorola Solutions
MSI
+$1.61M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.56M

Sector Composition

1 Technology 26.14%
2 Healthcare 15.25%
3 Financials 11.15%
4 Consumer Staples 9.43%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-11,043
177
– –
-12,128
178
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-4,901
179
– –
-11,897
180
– –
-28,039
181
– –
-8,399
182
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-15,517
183
– –
-10,823
4 5 6 7
8