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
$106M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$271K
3
+$234K
4
CRM icon
Salesforce
CRM
+$229K
5
GLD icon
SPDR Gold Trust
GLD
+$193K

Top Sells

1
+$479K
2
+$401K
3
+$256K
4
VHT icon
Vanguard Health Care ETF
VHT
+$164K
5
BIIB icon
Biogen
BIIB
+$162K

Sector Composition

1 Technology 14.69%
2 Consumer Staples 11.65%
3 Healthcare 11.35%
4 Consumer Discretionary 7.07%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.57%
9,080
+100
52
$604K 0.57%
16,248
+695
53
$601K 0.56%
5,661
+15
54
$577K 0.54%
2,874
-100
55
$563K 0.53%
3,398
+204
56
$532K 0.5%
6,251
+8
57
$522K 0.49%
2,958
+101
58
$513K 0.48%
8,652
-6,771
59
$486K 0.46%
4,288
+213
60
$474K 0.45%
7,641
+853
61
$470K 0.44%
2,755
+6
62
$468K 0.44%
9,768
-177
63
$466K 0.44%
5,631
+346
64
$448K 0.42%
7,950
-8,503
65
$447K 0.42%
4,767
+21
66
$434K 0.41%
2,113
+373
67
$433K 0.41%
4,666
+128
68
$423K 0.4%
5,679
+281
69
$423K 0.4%
7,984
-32
70
$395K 0.37%
5,311
-47
71
$394K 0.37%
2,342
+7
72
$380K 0.36%
4,290
+409
73
$380K 0.36%
2,195
-560
74
$377K 0.35%
2,008
75
$372K 0.35%
1,773
-73
1 2
3
4 5