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
$137M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.7M
3
+$810K
4
CRSP icon
CRISPR Therapeutics
CRSP
+$574K
5
EFX icon
Equifax
EFX
+$507K

Top Sells

1
+$773K
2
+$586K
3
+$561K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$473K
5
VB icon
Vanguard Small-Cap ETF
VB
+$453K

Sector Composition

1 Technology 22.26%
2 Healthcare 13.94%
3 Consumer Staples 11.46%
4 Consumer Discretionary 7.68%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.57%
2,216
-64
52
$773K 0.57%
8,087
+5
53
$710K 0.52%
9,923
-99
54
$704K 0.52%
5,417
55
$683K 0.5%
32,208
+153
56
$674K 0.49%
3,876
+13
57
$659K 0.48%
2,844
58
$633K 0.46%
5,403
+18
59
$633K 0.46%
6,789
+10
60
$585K 0.43%
4,400
61
$574K 0.42%
+3,747
62
$561K 0.41%
25,619
+107
63
$556K 0.41%
8,592
+64
64
$551K 0.4%
6,368
+16
65
$523K 0.38%
2,875
66
$507K 0.37%
+2,630
67
$500K 0.37%
9,007
-508
68
$487K 0.36%
4,444
+103
69
$463K 0.34%
12,585
-5,492
70
$445K 0.33%
1,999
+355
71
$442K 0.32%
2,970
+3
72
$438K 0.32%
2,485
+11
73
$437K 0.32%
9,255
-3,955
74
$432K 0.32%
1,973
75
$430K 0.31%
4,702
-238
1 2
3
4 5