AWM

Aevitas Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 9.55%
This Fund
S&P 500
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
+$852K
2
+$831K
3
+$745K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$244K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$117K

Top Sells

1
+$941K
2
+$897K
3
+$340K
4
AAPL icon
Apple
AAPL
+$295K
5
MA icon
Mastercard
MA
+$259K

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
351
$7K 0.01%
400
352
$7K 0.01%
120
+20
353
$7K 0.01%
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+25
354
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355
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$7K 0.01%
562
+7
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359
$6K 0.01%
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+120
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361
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468
362
$6K 0.01%
309
363
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334
364
$6K 0.01%
4,044
365
$6K 0.01%
300
366
$5K 0.01%
100
367
$5K 0.01%
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368
$5K 0.01%
100
369
$5K 0.01%
16
370
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72
371
$5K 0.01%
25
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374
+4
373
$4K ﹤0.01%
75
374
$4K ﹤0.01%
87
375
$4K ﹤0.01%
100
13 14
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16 17