AWM
Avitas Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+21.66%
1 Year Return
+33.34%
3 Year Return
+56.19%
5 Year Return
+245.1%
10 Year Return
–
AUM
$494M
AUM Growth
+$494M
(+38%)
Cap. Flow
+$88.7M
Cap. Flow
% of AUM
17.96%
Top 10 Holdings %
Top 10 Hldgs %
19.18%
Holding
228
New
44
Increased
128
Reduced
35
Closed
20
Top Buys
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$9.45M |
| 2 |
Lemonade
LMND
|
$4.18M |
| 3 |
Generac Holdings
GNRC
|
$3.5M |
| 4 |
CRISPR Therapeutics
CRSP
|
$3.2M |
| 5 |
Ally Financial
ALLY
|
$3M |
Top Sells
| 1 |
AT&T
T
|
$2.46M |
| 2 |
CME Group
CME
|
$2.23M |
| 3 |
Gilead Sciences
GILD
|
$2.07M |
| 4 |
Citigroup
C
|
$1.59M |
| 5 |
Las Vegas Sands
LVS
|
$1.56M |
Sector Composition
| 1 | Technology | 25.05% |
| 2 | Healthcare | 14.2% |
| 3 | Financials | 12.56% |
| 4 | Communication Services | 10.71% |
| 5 | Consumer Discretionary | 9.15% |
