AWM
Avitas Wealth Management Portfolio holdings
AUM
$723M
1-Year Est. Return
33.34%
1 Year Est. Return
+33.34%
AUM
$711M
AUM Growth
+$28.6M
(+4.2%)
Holding
209
Top Buys
| 1 | +$1.56M | |
| 2 | +$1.56M | |
| 3 | +$1.13M | |
| 4 |
Micron Technology
MU
|
+$645K |
| 5 |
Blackrock
BLK
|
+$640K |
Top Sells
| 1 | +$1.25M | |
| 2 | +$1.22M | |
| 3 | +$1.2M | |
| 4 |
Walt Disney
DIS
|
+$1.08M |
| 5 |
JD.com
JD
|
+$1.03M |
Sector Composition
| 1 | Technology | 30.81% |
| 2 | Financials | 11.9% |
| 3 | Healthcare | 10.65% |
| 4 | Consumer Discretionary | 8.2% |
| 5 | Communication Services | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ulta Beauty
ULTA
$29.4B
| – | – |
-1,267
|
|
||
202
Wynn Resorts
WYNN
$11.9B
| – | – |
-2,444
|
|
||
203
Elastic
ESTC
$7.52B
| – | – |
-1,860
|
|
||
204
Illinois Tool Works
ITW
$76.4B
| – | – |
-2,261
|
|
||
|
205
JD.com
JD
$41B
| – | – |
-39,827
|
|
||
206
KraneShares CSI China Internet ETF
KWEB
$8.35B
| – | – |
-34,995
|
|
||
207
Las Vegas Sands
LVS
$39.9B
| – | – |
-27,630
|
|
||
208
PepsiCo
PEP
$200B
| – | – |
-6,090
|
|
||
209
Rockwell Automation
ROK
$46.7B
| – | – |
-1,529
|
|