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
$108M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$550K
3
+$462K
4
MSFT icon
Microsoft
MSFT
+$338K
5
PANW icon
Palo Alto Networks
PANW
+$316K

Top Sells

1
+$659K
2
+$430K
3
+$229K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$209K
5
RTX icon
RTX Corp
RTX
+$191K

Sector Composition

1 Technology 18.38%
2 Healthcare 12.97%
3 Consumer Staples 12.45%
4 Consumer Discretionary 7.7%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.55%
9,646
+19
52
$593K 0.55%
10,000
-178
53
$584K 0.54%
9,484
-3,095
54
$583K 0.54%
3,895
+313
55
$568K 0.52%
1,926
+514
56
$560K 0.52%
25,719
-192
57
$550K 0.51%
14,190
-1,216
58
$520K 0.48%
16,775
+283
59
$514K 0.47%
6,172
-89
60
$513K 0.47%
6,767
+13
61
$509K 0.47%
8,963
+310
62
$492K 0.45%
2,757
+17
63
$492K 0.45%
5,365
+965
64
$491K 0.45%
8,860
-274
65
$481K 0.44%
5,919
+97
66
$473K 0.44%
4,400
67
$471K 0.44%
3,229
-314
68
$467K 0.43%
2,875
69
$462K 0.43%
8,363
+365
70
$443K 0.41%
2,964
+3
71
$441K 0.41%
9,447
+8
72
$421K 0.39%
7,130
+2,358
73
$407K 0.38%
5,179
+288
74
$394K 0.36%
8,813
+1,322
75
$387K 0.36%
4,238
+181
1 2
3
4