AWM
Avitas Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+15.44%
1 Year Return
+33.34%
3 Year Return
+56.19%
5 Year Return
+245.1%
10 Year Return
–
AUM
$359M
AUM Growth
+$359M
(+19%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
9.19%
Top 10 Holdings %
Top 10 Hldgs %
22.04%
Holding
191
New
21
Increased
116
Reduced
46
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$13.4M |
| 2 |
Tesla
TSLA
|
$2.24M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.8M |
| 4 |
Atlassian
TEAM
|
$1.68M |
| 5 |
Comcast
CMCSA
|
$1.68M |
Top Sells
| 1 |
AT&T
T
|
$1.96M |
| 2 |
Teladoc Health
TDOC
|
$1.76M |
| 3 |
JWN
Nordstrom
JWN
|
$1.05M |
| 4 |
Peloton Interactive
PTON
|
$1.02M |
| 5 |
Lyft
LYFT
|
$912K |
Sector Composition
| 1 | Technology | 26.2% |
| 2 | Healthcare | 13.93% |
| 3 | Financials | 11.19% |
| 4 | Consumer Discretionary | 9.7% |
| 5 | Communication Services | 9.55% |
