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
$598M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$2.49M
3
+$2.1M
4
F icon
Ford
F
+$1.94M
5
AMD icon
Advanced Micro Devices
AMD
+$1.81M

Top Sells

1
+$6.62M
2
+$3.31M
3
+$3.01M
4
PFE icon
Pfizer
PFE
+$2.72M
5
GM icon
General Motors
GM
+$2.39M

Sector Composition

1 Technology 28.46%
2 Financials 10.95%
3 Healthcare 10.58%
4 Consumer Discretionary 9.41%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-72,618
202
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203
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204
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-4,619
205
– –
-92,398
206
– –
-5,712
207
– –
-14,079
208
– –
-57,016
209
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-23,301
210
– –
-81,997
211
– –
-13,815
212
– –
-13,664
213
– –
-32,167
5 6 7 8
9