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
$494M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$4.18M
3
+$3.5M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$3.2M
5
ALLY icon
Ally Financial
ALLY
+$3M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$2.07M
4
C icon
Citigroup
C
+$1.59M
5
LVS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$647K 0.13%
21,945
-102
177
$644K 0.13%
+3,285
178
$642K 0.13%
+15,428
179
$628K 0.13%
4,437
+932
180
$624K 0.13%
+15,504
181
$613K 0.12%
1,864
+55
182
$604K 0.12%
+3,933
183
$567K 0.11%
8,079
-33
184
$545K 0.11%
6,615
+9
185
$490K 0.1%
+2,500
186
$474K 0.1%
7,564
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187
$467K 0.09%
+4,597
188
$463K 0.09%
2,725
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189
$461K 0.09%
6,577
+1,561
190
$418K 0.08%
4,726
-160
191
$389K 0.08%
+3,081
192
$355K 0.07%
6,927
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193
$352K 0.07%
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194
$350K 0.07%
+7,487
195
$343K 0.07%
+8,190
196
$334K 0.07%
+9,396
197
$331K 0.07%
9,978
+1,767
198
$330K 0.07%
5,914
+15
199
$327K 0.07%
6,000
+1,272
200
$325K 0.07%
+4,088
6 7
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