AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
1-Year Return
9.55%
This Quarter Return
+3.18%
1 Year Return
-9.55%
3 Year Return
+36.44%
5 Year Return
+72.57%
10 Year Return
–
AUM
$103M
AUM Growth
+$2.62M
(+2.6%)
Cap. Flow
+$24.4K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
28.46%
Holding
503
New
29
Increased
143
Reduced
82
Closed
73
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$776K |
| 2 |
Evergy
EVRG
|
$586K |
| 3 |
Microsoft
MSFT
|
$408K |
| 4 |
PepsiCo
PEP
|
$377K |
| 5 |
Exxon Mobil
XOM
|
$217K |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
$600K |
| 2 |
WR
Westar Energy Inc
WR
|
$549K |
| 3 |
SEP
Spectra Engy Parters Lp
SEP
|
$397K |
| 4 |
General Mills
GIS
|
$305K |
| 5 |
Mastercard
MA
|
$282K |
Sector Composition
| 1 | Healthcare | 12.91% |
| 2 | Consumer Staples | 11.82% |
| 3 | Technology | 11.2% |
| 4 | Consumer Discretionary | 8.57% |
| 5 | Financials | 7.82% |
