AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
This Quarter Return
+3.79%
1 Year Return
-9.55%
3 Year Return
+36.44%
5 Year Return
+72.57%
10 Year Return
–
AUM
$99.4M
AUM Growth
+$99.4M
(-11%)
Cap. Flow
-$16M
Cap. Flow
% of AUM
-16.12%
Top 10 Holdings %
Top 10 Hldgs %
36.07%
Holding
397
New
1
Increased
37
Reduced
63
Closed
295
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$5.1M |
| 2 |
Enbridge
ENB
|
$1.71M |
| 3 |
Medtronic
MDT
|
$231K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$143K |
| 5 |
Comcast
CMCSA
|
$119K |
Top Sells
| 1 |
Vanguard Financials ETF
VFH
|
$1.64M |
| 2 |
TJX Companies
TJX
|
$1.08M |
| 3 |
Oracle
ORCL
|
$928K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$636K |
| 5 |
Wells Fargo
WFC
|
$504K |
Sector Composition
| 1 | Technology | 12.98% |
| 2 | Consumer Staples | 12.22% |
| 3 | Healthcare | 11.31% |
| 4 | Consumer Discretionary | 7.35% |
| 5 | Industrials | 5.61% |
