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
$549M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.19M
3
+$3.4M
4
NTR icon
Nutrien
NTR
+$3.03M
5
BKR icon
Baker Hughes
BKR
+$2.92M

Top Sells

1
+$5.16M
2
+$4M
3
+$3.68M
4
NVS icon
Novartis
NVS
+$3.6M
5
VZ icon
Verizon
VZ
+$2.68M

Sector Composition

1 Technology 26.22%
2 Financials 12.91%
3 Healthcare 11.97%
4 Consumer Discretionary 9.86%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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207
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208
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0
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216
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5 6 7 8
9