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
$526M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.9M
3
+$1.36M
4
HAL icon
Halliburton
HAL
+$1.22M
5
RIO icon
Rio Tinto
RIO
+$1.19M

Top Sells

1
+$3.89M
2
+$2.57M
3
+$2.13M
4
BHP icon
BHP
BHP
+$1.82M
5
NEE icon
NextEra Energy
NEE
+$1.76M

Sector Composition

1 Technology 27.18%
2 Healthcare 11.91%
3 Financials 10.12%
4 Consumer Discretionary 9.66%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$207K 0.04%
1,957
+1
202
– –
-1,170
203
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-2,054
204
– –
-10,686
205
– –
-30,432
206
– –
-24,112
207
– –
-1,600
208
– –
-22,356
209
– –
-1,716
210
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-15,271
211
– –
-1,379
212
– –
-1,734
213
– –
-82,595
5 6 7 8
9