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

Top Buys

1
+$4.3M
2
+$3.46M
3
+$3.42M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.99M
5
PEP icon
PepsiCo
PEP
+$2.91M

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
426
$1K ﹤0.01%
+71
427
$1K ﹤0.01%
+40
428
$1K ﹤0.01%
+160
429
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+29
430
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+30
431
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432
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+35
433
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434
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+10
435
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436
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+27
437
$1K ﹤0.01%
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438
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439
– –
0
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+1
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