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
$474M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.58M
3
+$6.46M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.41M
5
AMZN icon
Amazon
AMZN
+$6.02M

Top Sells

1
+$16.3M
2
+$14.7M
3
+$7.78M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$7.78M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$6.71M

Sector Composition

1 Technology 21.18%
2 Healthcare 14.52%
3 Financials 10.19%
4 Consumer Discretionary 7.97%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-22,966
202
– –
-3,786
203
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-3,673
204
– –
-6,546
205
– –
-4,139
206
– –
-62,535
207
– –
-5,543
208
– –
-24,088
5 6 7 8
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