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
$554M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$9.97M
3 +$9.73M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$9.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.91M

Top Sells

1 +$10.3M
2 +$7.39M
3 +$6.35M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.71M
5
MA icon
Mastercard
MA
+$4.69M

Sector Composition

1 Technology 27.27%
2 Financials 12.01%
3 Healthcare 11.43%
4 Consumer Discretionary 11.38%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$320K 0.06%
9,460
-8,135
177
$310K 0.06%
+19,320
178
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4,434
-7,048
179
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182
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186
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189
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200
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