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
451
$0 ﹤0.01%
+6
452
0
453
$0 ﹤0.01%
+5
454
$0 ﹤0.01%
+5
455
$0 ﹤0.01%
+8
456
0
457
$0 ﹤0.01%
+1
458
$0 ﹤0.01%
+2
459
$0 ﹤0.01%
+13
460
$0 ﹤0.01%
+50
461
$0 ﹤0.01%
+8
462
$0 ﹤0.01%
+1
463
$0 ﹤0.01%
+20
464
$0 ﹤0.01%
+25
465
$0 ﹤0.01%
+180