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
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$3.98M
3
+$3.96M
4
JD icon
JD.com
JD
+$3.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.98M

Top Sells

1
+$4.56M
2
+$3.34M
3
+$3.22M
4
AEP icon
American Electric Power
AEP
+$3.11M
5
TRU icon
TransUnion
TRU
+$2.94M

Sector Composition

1 Technology 24.76%
2 Healthcare 12.72%
3 Financials 11.86%
4 Consumer Discretionary 11.26%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$277K 0.05%
3,521
-58
202
$274K 0.05%
6,200
-1,287
203
$269K 0.05%
8,121
-1,857
204
$258K 0.05%
+6,453
205
$245K 0.05%
6,196
-47
206
$229K 0.04%
4,755
-1,213
207
$206K 0.04%
+4,861
208
– –
-6,918
209
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-37,384
210
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-10,303
211
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-5,490
212
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-4,831
213
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-9,974
214
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215
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216
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217
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218
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219
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220
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222
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223
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224
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-32,742
225
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0
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