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
$99.8M
AUM Growth
+$421K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$214K
3
+$211K
4
META icon
Meta Platforms (Facebook)
META
+$125K
5
AMGN icon
Amgen
AMGN
+$60.6K

Top Sells

1
+$276K
2
+$240K
3
+$203K
4
AAPL icon
Apple
AAPL
+$198K
5
MSFT icon
Microsoft
MSFT
+$193K

Sector Composition

1 Technology 13.16%
2 Consumer Staples 12.3%
3 Healthcare 10.49%
4 Consumer Discretionary 7.23%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$599K 0.6%
10,222
52
$575K 0.58%
5,646
+13
53
$553K 0.55%
2,660
-59
54
$548K 0.55%
8,980
-540
55
$534K 0.54%
6,243
+9
56
$533K 0.53%
6,632
-157
57
$530K 0.53%
15,553
-598
58
$522K 0.52%
2,857
+2
59
$491K 0.49%
9,945
-821
60
$491K 0.49%
3,194
+331
61
$465K 0.47%
2,755
+7
62
$444K 0.44%
2,749
-104
63
$443K 0.44%
4,075
+60
64
$441K 0.44%
8,016
+13
65
$428K 0.43%
5,285
+42
66
$423K 0.42%
4,538
+44
67
$421K 0.42%
4,746
+23
68
$411K 0.41%
3,683
+18
69
$409K 0.41%
6,788
+212
70
$399K 0.4%
1,846
+2
71
$398K 0.4%
23,150
72
$396K 0.4%
5,398
73
$387K 0.39%
29,639
+306
74
$382K 0.38%
2,335
75
$356K 0.36%
5,742
+22
1 2
3
4 5