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
$9.88B
| – | – |
-10,910
|
|
||
202
Amgen
AMGN
$178B
| – | – |
-8,385
|
|
||
203
Align Technology
ALGN
$12.3B
| – | – |
-4,640
|
|
||
204
State Street SPDR S&P Homebuilders ETF
XHB
$1.85B
| – | – |
-1,823
|
|