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
$112M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.03M
3
+$793K
4
SMG icon
ScottsMiracle-Gro
SMG
+$504K
5
UPS icon
United Parcel Service
UPS
+$312K

Top Sells

1
+$1.17M
2
+$384K
3
+$213K
4
AGN
Allergan plc
AGN
+$206K
5
AAPL icon
Apple
AAPL
+$202K

Sector Composition

1 Technology 13.15%
2 Healthcare 12.3%
3 Consumer Staples 11.59%
4 Consumer Discretionary 8.36%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.02%
384
252
$21K 0.02%
200
253
$21K 0.02%
369
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1,000
255
$20K 0.02%
250
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600
257
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303
-31
258
$19K 0.02%
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259
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+300
260
$19K 0.02%
202
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261
$19K 0.02%
612
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262
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300
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263
$18K 0.02%
491
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264
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269
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$17K 0.02%
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273
$17K 0.02%
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$16K 0.01%
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275
$16K 0.01%
239
9 10
11
12 13