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AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
9.55%
This Fund
S&P 500
This Quarter
Est. Return
+5.39%
1 Year Est. Return
-9.55%
3 Year Est. Return
+36.41%
5 Year Est. Return
+72.53%
10 Year Est. Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
97.91%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
462
New
462
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.3M |
| 2 |
Vanguard Financials ETF
VFH
|
+$3.46M |
| 3 |
Vanguard Health Care ETF
VHT
|
+$3.42M |
| 4 |
Johnson & Johnson
JNJ
|
+$2.99M |
| 5 |
PepsiCo
PEP
|
+$2.91M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 13.75% |
| 2 | Healthcare | 12.76% |
| 3 | Technology | 10.59% |
| 4 | Financials | 8.26% |
| 5 | Consumer Discretionary | 7.85% |
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Aevitas Wealth Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Aevitas Wealth Management, which disclosed 462 positions worth $105M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Apple: 102,912 shares worth $4.35M.
By sector, the portfolio is most concentrated in Consumer Staples at 14% of assets, followed by Healthcare and Technology.
- Aevitas Wealth Management's largest Q4 2017 buy was Apple: 102,912 shares worth $4.35M.
- Aevitas Wealth Management's ten largest holdings make up 27% of its $105M portfolio in Q4 2017.
- Aevitas Wealth Management disclosed 462 positions in Q4 2017, its first 13F filing on record.
Based on Aevitas Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.