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
$121M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$874K
3
+$657K
4
CTSH icon
Cognizant
CTSH
+$373K
5
SLV icon
iShares Silver Trust
SLV
+$262K

Top Sells

1
+$175K
2
+$144K
3
+$97.9K
4
GLD icon
SPDR Gold Trust
GLD
+$88.6K
5
XOM icon
Exxon Mobil
XOM
+$76.1K

Sector Composition

1 Technology 20.9%
2 Healthcare 12.71%
3 Consumer Staples 12.03%
4 Consumer Discretionary 7.91%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.55%
10,264
+618
52
$667K 0.55%
11,982
-200
53
$631K 0.52%
3,863
-32
54
$629K 0.52%
18,077
+1,302
55
$606K 0.5%
2,844
+87
56
$591K 0.49%
10,111
+361
57
$586K 0.48%
5,213
-347
58
$577K 0.48%
10,022
+538
59
$561K 0.46%
8,860
60
$560K 0.46%
5,385
+20
61
$556K 0.46%
25,512
-207
62
$541K 0.45%
6,779
+12
63
$540K 0.44%
13,210
-980
64
$531K 0.44%
6,352
+180
65
$529K 0.44%
4,400
66
$506K 0.42%
8,528
+165
67
$503K 0.41%
6,371
+452
68
$484K 0.4%
9,515
-485
69
$481K 0.4%
2,875
70
$473K 0.39%
7,388
+258
71
$472K 0.39%
4,341
+103
72
$453K 0.37%
2,945
-284
73
$429K 0.35%
12,553
-5,125
74
$413K 0.34%
1,644
75
$411K 0.34%
2,967
+3
1 2
3
4 5