AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
This Quarter Return
-9.71%
1 Year Return
-9.55%
3 Year Return
+36.44%
5 Year Return
+72.57%
10 Year Return
–
AUM
$97.8M
AUM Growth
+$97.8M
(-11%)
Cap. Flow
+$643K
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
31.18%
Holding
485
New
31
Increased
128
Reduced
106
Closed
87
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$2.91M |
| 2 |
Enbridge
ENB
|
$1.15M |
| 3 |
TJX Companies
TJX
|
$973K |
| 4 |
Microsoft
MSFT
|
$853K |
| 5 |
Comcast
CMCSA
|
$392K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.5% |
| 2 | Consumer Staples | 12.31% |
| 3 | Technology | 12.12% |
| 4 | Consumer Discretionary | 8.29% |
| 5 | Financials | 6.82% |