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

Top Buys

1 +$8.43M
2 +$2.79M
3 +$2.27M
4
ELV icon
Elevance Health
ELV
+$2.14M
5
F icon
Ford
F
+$2.13M

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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202
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205
-6,673
206
-81,997
207
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208
-4,619
209
-92,398
210
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211
-13,815
212
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213
-32,167