AWM
Avitas Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
-14.23%
1 Year Return
+33.34%
3 Year Return
+56.19%
5 Year Return
+245.1%
10 Year Return
–
AUM
$457M
AUM Growth
+$457M
(-18%)
Cap. Flow
+$3.27M
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
28.03%
Holding
237
New
46
Increased
86
Reduced
57
Closed
47
Top Buys
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
$13.7M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$12.2M |
| 3 |
Vanguard Communication Services ETF
VOX
|
$7.02M |
| 4 |
Amazon
AMZN
|
$6.3M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$5.62M |
Top Sells
| 1 |
Microsoft
MSFT
|
$10.2M |
| 2 |
Visa
V
|
$5.1M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$4.87M |
| 4 |
Intel
INTC
|
$3.84M |
| 5 |
SBNY
Signature Bank
SBNY
|
$3.7M |
Sector Composition
| 1 | Technology | 20.4% |
| 2 | Healthcare | 15.66% |
| 3 | Financials | 9.52% |
| 4 | Consumer Staples | 8.11% |
| 5 | Industrials | 5.92% |
