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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.58M
3
+$3.44M
4
PEP icon
PepsiCo
PEP
+$3.06M
5
JNJ icon
Johnson & Johnson
JNJ
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.75%
2 Healthcare 12.76%
3 Technology 10.59%
4 Financials 8.26%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
+81
402
$2K ﹤0.01%
+90
403
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+17
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405
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+300
406
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+48
407
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+50
408
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+43
409
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410
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411
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+6
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