AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
This Quarter Return
+12.78%
1 Year Return
-9.55%
3 Year Return
+36.44%
5 Year Return
+72.57%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+15%)
Cap. Flow
+$3.33M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
418
New
19
Increased
138
Reduced
81
Closed
21
Top Buys
| 1 |
Comcast
CMCSA
|
$1.39M |
| 2 |
Exxon Mobil
XOM
|
$1.03M |
| 3 |
Oracle
ORCL
|
$793K |
| 4 |
ScottsMiracle-Gro
SMG
|
$504K |
| 5 |
United Parcel Service
UPS
|
$312K |
Top Sells
| 1 |
Enbridge
ENB
|
$1.17M |
| 2 |
Kraft Heinz
KHC
|
$384K |
| 3 |
Voyager Therapeutics
VYGR
|
$213K |
| 4 |
AGN
Allergan plc
AGN
|
$206K |
| 5 |
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% |
