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
$511M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$3.98M
3
+$3.96M
4
JD icon
JD.com
JD
+$3.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.98M

Top Sells

1
+$4.56M
2
+$3.34M
3
+$3.22M
4
AEP icon
American Electric Power
AEP
+$3.11M
5
TRU icon
TransUnion
TRU
+$2.94M

Sector Composition

1 Technology 24.76%
2 Healthcare 12.72%
3 Financials 11.86%
4 Consumer Discretionary 11.26%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$643K 0.13%
1,888
-398
177
$641K 0.13%
2,444
-679
178
$632K 0.12%
4,345
-1,324
179
$632K 0.12%
+10,134
180
$619K 0.12%
25,770
+388
181
$583K 0.11%
17,110
-4,835
182
$540K 0.11%
6,631
+16
183
$484K 0.09%
7,563
-1
184
$481K 0.09%
+23,669
185
$461K 0.09%
+6,668
186
$439K 0.09%
3,105
+24
187
$426K 0.08%
8,208
+18
188
$424K 0.08%
9,015
+2,541
189
$409K 0.08%
+6,169
190
$405K 0.08%
5,484
-1,093
191
$402K 0.08%
5,929
+15
192
$378K 0.07%
4,106
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193
$356K 0.07%
+14,221
194
$356K 0.07%
3,615
-1,111
195
$343K 0.07%
3,293
+622
196
$333K 0.07%
6,042
+42
197
$319K 0.06%
4,653
-3,426
198
$315K 0.06%
9,416
+20
199
$288K 0.06%
5,541
-1,386
200
$284K 0.06%
10,546
-20
6 7
8
9 10