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

Top Buys

1
+$511K
2
+$489K
3
+$236K
4
VB icon
Vanguard Small-Cap ETF
VB
+$129K
5
NVDA icon
NVIDIA
NVDA
+$78K

Top Sells

1
+$262K
2
+$211K
3
+$188K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$161K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$92.7K

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
451
$1K ﹤0.01%
35
+2
452
$1K ﹤0.01%
36
453
$1K ﹤0.01%
+11
454
$1K ﹤0.01%
50
455
– –
-100
456
– –
-100
457
– –
-50
458
– –
-1,990
459
– –
-48
460
– –
-500
461
– –
-800
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