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
$103M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1 +$776K
2 +$586K
3 +$408K
4
PEP icon
PepsiCo
PEP
+$377K
5
XOM icon
Exxon Mobil
XOM
+$217K

Top Sells

1 +$600K
2 +$549K
3 +$397K
4
GIS icon
General Mills
GIS
+$305K
5
MA icon
Mastercard
MA
+$282K

Sector Composition

1 Healthcare 12.91%
2 Consumer Staples 11.82%
3 Technology 11.2%
4 Consumer Discretionary 8.57%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K 0.01%
260
352
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25
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$7K 0.01%
102
+1
354
$7K 0.01%
62
355
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200
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126
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$7K 0.01%
349
-497
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$7K 0.01%
411
359
$6K 0.01%
105
360
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120
361
$6K 0.01%
181
362
$6K 0.01%
98
363
$6K 0.01%
468
364
$6K 0.01%
150
365
$5K ﹤0.01%
100
366
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16
367
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4,044
368
$5K ﹤0.01%
30
369
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300
370
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87
371
$5K ﹤0.01%
59
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$5K ﹤0.01%
50
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$4K ﹤0.01%
80
374
$4K ﹤0.01%
100
375
$4K ﹤0.01%
13