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
$658M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.62M
3
+$1.82M
4
INTC icon
Intel
INTC
+$1.78M
5
PFE icon
Pfizer
PFE
+$1.78M

Top Sells

1
+$6.33M
2
+$4.36M
3
+$4.1M
4
AMAT icon
Applied Materials
AMAT
+$1.33M
5
XYZ
Block Inc
XYZ
+$1.02M

Sector Composition

1 Technology 28.91%
2 Financials 11.63%
3 Healthcare 11.38%
4 Consumer Discretionary 8.8%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$256K 0.04%
1,938
-39
202
$217K 0.03%
+5,753
203
$212K 0.03%
3,518
-36
204
$209K 0.03%
+2,049
205
– –
-1,065
206
– –
-826
207
– –
-3,039
208
– –
-1,245
209
– –
-4,994
5 6 7 8
9