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
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202
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204
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205
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206
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207
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-13,815
208
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-14,079
209
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-46,315
210
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-57,016
211
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212
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-13,664
213
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-32,167
5 6 7 8
9