AWM
Avitas Wealth Management Portfolio holdings
AUM
$723M
1-Year Est. Return
33.34%
1 Year Est. Return
+33.34%
AUM
$723M
AUM Growth
+$11.5M
(+1.6%)
Holding
204
Top Buys
| 1 | +$7.13M | |
| 2 | +$1.62M | |
| 3 | +$1.47M | |
| 4 |
Eli Lilly
LLY
|
+$1.25M |
| 5 |
Zoetis
ZTS
|
+$1.11M |
Top Sells
| 1 | +$2.7M | |
| 2 | +$2.48M | |
| 3 | +$2.43M | |
| 4 |
Microchip Technology
MCHP
|
+$1.93M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Alexandria Real Estate Equities
ARE
$12.8B
| – | – |
-10,910
|
|
||
202
AutoZone
AZO
$67.2B
| – | – |
-168
|
|
||
203
Elevance Health
ELV
$78.5B
| – | – |
-4,674
|
|
||
204
GE HealthCare
GEHC
$33.8B
| – | – |
-19,769
|
|