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
451
$0 ﹤0.01%
+20
452
$0 ﹤0.01%
+25
453
$0 ﹤0.01%
+27
454
$0 ﹤0.01%
+58
455
$0 ﹤0.01%
+2
456
$0 ﹤0.01%
+20
457
0
458
$0 ﹤0.01%
+3
459
$0 ﹤0.01%
+6
460
0
461
$0 ﹤0.01%
+5
462
$0 ﹤0.01%
+5
463
$0 ﹤0.01%
+8
464
$0 ﹤0.01%
+180
465
$0 ﹤0.01%
+1