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
$723M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$7.13M
2 +$1.62M
3 +$1.47M
4
LLY icon
Eli Lilly
LLY
+$1.25M
5
ZTS icon
Zoetis
ZTS
+$1.11M

Top Sells

1 +$2.7M
2 +$2.48M
3 +$2.43M
4
MCHP icon
Microchip Technology
MCHP
+$1.93M
5
RIO icon
Rio Tinto
RIO
+$1.88M

Sector Composition

1 Technology 30.94%
2 Financials 12.92%
3 Consumer Discretionary 9.23%
4 Healthcare 8.27%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARE icon
201
Alexandria Real Estate Equities
ARE
$12.8B
-10,910
AZO icon
202
AutoZone
AZO
$67.2B
-168
ELV icon
203
Elevance Health
ELV
$78.5B
-4,674
GEHC icon
204
GE HealthCare
GEHC
$33.8B
-19,769