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
276
$16K 0.01%
149
+71
277
$15K 0.01%
222
+1
278
$15K 0.01%
1,000
279
$14K 0.01%
220
-216
280
$14K 0.01%
207
+7
281
$14K 0.01%
1,025
+14
282
$14K 0.01%
200
283
$14K 0.01%
1,000
284
$13K 0.01%
299
+2
285
$13K 0.01%
735
-15
286
$13K 0.01%
409
+4
287
$13K 0.01%
222
-99
288
$13K 0.01%
141
+41
289
$12K 0.01%
500
290
$12K 0.01%
300
291
$12K 0.01%
217
292
$12K 0.01%
173
-460
293
$12K 0.01%
434
294
$11K 0.01%
238
+2
295
$11K 0.01%
209
296
$11K 0.01%
700
297
$11K 0.01%
300
298
$10K 0.01%
101
299
$10K 0.01%
100
300
$10K 0.01%
100
10 11
12
13 14