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
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.39M
3
+$1.99M
4
BHP icon
BHP
BHP
+$1.91M
5
ANET icon
Arista Networks
ANET
+$1.44M

Top Sells

1
+$7.37M
2
+$5.1M
3
+$3.93M
4
PLD icon
Prologis
PLD
+$2.04M
5
DVN icon
Devon Energy
DVN
+$1.85M

Sector Composition

1 Technology 25.4%
2 Healthcare 12.47%
3 Financials 9.73%
4 Consumer Discretionary 9.25%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$367K 0.07%
1,621
-50
177
$366K 0.07%
3,042
+505
178
$355K 0.07%
22,909
+12,204
179
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180
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181
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4,205
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182
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3,723
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183
$324K 0.06%
5,993
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184
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691
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185
$285K 0.06%
+10,105
186
$269K 0.05%
1,746
-50
187
$268K 0.05%
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188
$261K 0.05%
+1,182
189
$260K 0.05%
6,360
-2,142
190
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2,389
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191
$250K 0.05%
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192
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193
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2,043
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194
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195
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196
$225K 0.04%
+7,793
197
$222K 0.04%
1,932
+42
198
$221K 0.04%
7,791
+239
199
– –
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200
– –
-2,947
5 6 7
8
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