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
326
$7K 0.01%
300
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$6K 0.01%
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$6K 0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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$3K ﹤0.01%
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83
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$3K ﹤0.01%
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348
$3K ﹤0.01%
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$3K ﹤0.01%
32
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$3K ﹤0.01%
38
12 13
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