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
$457M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.2M
3
+$7.01M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.62M
5
EOG icon
EOG Resources
EOG
+$3.96M

Top Sells

1
+$10.2M
2
+$8.39M
3
+$5.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.87M
5
INTC icon
Intel
INTC
+$3.84M

Sector Composition

1 Technology 20.4%
2 Healthcare 15.66%
3 Financials 9.52%
4 Consumer Staples 8.11%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
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