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
$526M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.9M
3
+$1.36M
4
HAL icon
Halliburton
HAL
+$1.22M
5
RIO icon
Rio Tinto
RIO
+$1.19M

Top Sells

1
+$3.89M
2
+$2.57M
3
+$2.13M
4
BHP icon
BHP
BHP
+$1.82M
5
NEE icon
NextEra Energy
NEE
+$1.76M

Sector Composition

1 Technology 27.18%
2 Healthcare 11.91%
3 Financials 10.12%
4 Consumer Discretionary 9.66%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$408K 0.08%
7,290
-232
177
$404K 0.08%
830
-26
178
$403K 0.08%
4,633
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179
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180
$373K 0.07%
668
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$367K 0.07%
1,806
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182
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183
$327K 0.06%
3,176
-1,316
184
$314K 0.06%
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185
$304K 0.06%
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186
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187
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6,052
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188
$288K 0.05%
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189
$278K 0.05%
3,973
-128
190
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+2,429
191
$274K 0.05%
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192
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193
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194
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7,432
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195
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2,076
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196
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2,280
-71
197
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7,078
-4,975
198
$239K 0.05%
7,865
-3
199
$226K 0.04%
6,074
-196
200
$220K 0.04%
+1,424
5 6 7
8
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