AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
This Quarter Return
-1.9%
1 Year Return
-9.55%
3 Year Return
+36.44%
5 Year Return
+72.57%
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-5%)
Cap. Flow
-$2.9M
Cap. Flow
% of AUM
-2.9%
Top 10 Holdings %
Top 10 Hldgs %
27.87%
Holding
492
New
26
Increased
139
Reduced
81
Closed
15
Top Buys
Top Sells
| 1 |
CRISPR Therapeutics
CRSP
|
$994K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$921K |
| 3 |
Amazon
AMZN
|
$344K |
| 4 |
Apple
AAPL
|
$288K |
| 5 |
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% |
