AWM
Avitas Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+8.11%
1 Year Return
+33.34%
3 Year Return
+56.19%
5 Year Return
+245.1%
10 Year Return
–
AUM
$474M
AUM Growth
+$474M
(+8.5%)
Cap. Flow
+$9.82M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
29.49%
Holding
208
New
29
Increased
76
Reduced
80
Closed
23
Top Buys
| 1 |
Microsoft
MSFT
|
$12.8M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$6.58M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$6.46M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$6.41M |
| 5 |
Amazon
AMZN
|
$6.02M |
Top Sells
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Healthcare | 14.52% |
| 3 | Financials | 10.19% |
| 4 | Consumer Discretionary | 7.97% |
| 5 | Consumer Staples | 6.61% |
