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
$112M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.03M
3
+$793K
4
SMG icon
ScottsMiracle-Gro
SMG
+$504K
5
UPS icon
United Parcel Service
UPS
+$312K

Top Sells

1
+$1.17M
2
+$384K
3
+$213K
4
AGN
Allergan plc
AGN
+$206K
5
AAPL icon
Apple
AAPL
+$202K

Sector Composition

1 Technology 13.15%
2 Healthcare 12.3%
3 Consumer Staples 11.59%
4 Consumer Discretionary 8.36%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$640K 0.57%
30,805
+179
52
$611K 0.54%
7,627
-87
53
$607K 0.54%
8,068
54
$602K 0.54%
11,162
+12
55
$577K 0.51%
2,445
+350
56
$573K 0.51%
9,028
+779
57
$568K 0.51%
9,789
+17
58
$562K 0.5%
7,763
+9
59
$547K 0.49%
3,324
60
$546K 0.49%
2,719
+150
61
$510K 0.45%
3,192
+580
62
$508K 0.45%
26,906
-3,166
63
$504K 0.45%
+6,418
64
$489K 0.44%
3,131
-174
65
$487K 0.43%
6,768
-1
66
$482K 0.43%
2,853
-12
67
$466K 0.42%
5,369
-1
68
$454K 0.4%
2,846
+7
69
$445K 0.4%
5,531
+3,048
70
$441K 0.39%
6,225
+10
71
$436K 0.39%
5,456
+3,036
72
$430K 0.38%
1,127
+149
73
$393K 0.35%
2,475
+8
74
$387K 0.34%
3,546
+12
75
$383K 0.34%
29,031
1 2
3
4 5