AWM

Avitas Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 33.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$9.6M
3
+$9.22M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$9.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.71M

Top Sells

1
+$10.3M
2
+$6.35M
3
+$5.96M
4
MA icon
Mastercard
MA
+$4.72M
5
TMO icon
Thermo Fisher Scientific
TMO
+$4.58M

Sector Composition

1 Technology 27.27%
2 Financials 12.01%
3 Healthcare 11.43%
4 Consumer Discretionary 11.38%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
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