AWM

Aevitas Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 9.55%
This Quarter Est. Return
1 Year Est. Return
-9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$848K
2
+$828K
3
+$740K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$245K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$114K

Top Sells

1
+$994K
2
+$921K
3
+$344K
4
AAPL icon
Apple
AAPL
+$288K
5
MA icon
Mastercard
MA
+$266K

Sector Composition

1 Consumer Staples 12.5%
2 Healthcare 12.22%
3 Technology 10.66%
4 Consumer Discretionary 8.26%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K 0.02%
284
-300
252
$20K 0.02%
171
253
$20K 0.02%
204
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$20K 0.02%
500
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$20K 0.02%
424
+30
257
$20K 0.02%
587
+3
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259
$20K 0.02%
329
+2
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$19K 0.02%
+374
261
$19K 0.02%
300
262
$18K 0.02%
368
263
$18K 0.02%
169
264
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231
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265
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600
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$18K 0.02%
309
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267
$18K 0.02%
130
268
$18K 0.02%
357
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269
$18K 0.02%
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-1
270
$17K 0.02%
184
271
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272
$17K 0.02%
500
273
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162
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274
$17K 0.02%
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275
$17K 0.02%
500
9 10
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