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
$359M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.68M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.61M
5
VZ icon
Verizon
VZ
+$1.59M

Top Sells

1
+$1.96M
2
+$1.76M
3
+$1.05M
4
PTON icon
Peloton Interactive
PTON
+$1.02M
5
LYFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.07%
+25,054
177
$236K 0.07%
4,728
+144
178
$229K 0.06%
+8,211
179
$223K 0.06%
6,328
+110
180
$213K 0.06%
2,694
+40
181
$212K 0.06%
+4,970
182
$204K 0.06%
+3,199
183
$180K 0.05%
10,641
+303
184
– –
-14,823
185
– –
-10,442
186
– –
-13,008
187
– –
-67,532
188
– –
-27,633
189
– –
-6,819
190
– –
-4,563
191
– –
-1,964
4 5 6 7
8