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
$110M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$540K
2 +$495K
3 +$233K
4
VB icon
Vanguard Small-Cap ETF
VB
+$130K
5
NVDA icon
NVIDIA
NVDA
+$83.9K

Sector Composition

1 Healthcare 12.78%
2 Technology 12.74%
3 Consumer Staples 11.44%
4 Consumer Discretionary 8.84%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$2K ﹤0.01%
+108
427
$2K ﹤0.01%
75
428
$2K ﹤0.01%
81
429
$2K ﹤0.01%
5,600
430
$1K ﹤0.01%
97
431
$1K ﹤0.01%
13
432
$1K ﹤0.01%
+6
433
$1K ﹤0.01%
12
434
$1K ﹤0.01%
4
-100
435
$1K ﹤0.01%
10
436
$1K ﹤0.01%
35
437
$1K ﹤0.01%
20
438
$1K ﹤0.01%
35
+2
439
$1K ﹤0.01%
36
440
$1K ﹤0.01%
150
441
$1K ﹤0.01%
31
442
$1K ﹤0.01%
300
443
$1K ﹤0.01%
+11
444
$1K ﹤0.01%
50
445
$1K ﹤0.01%
30
446
$1K ﹤0.01%
10
447
$1K ﹤0.01%
17
448
$1K ﹤0.01%
35
449
$1K ﹤0.01%
+3
450
$1K ﹤0.01%
55