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
$157M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$623K
3
+$585K
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$502K
5
AMZN icon
Amazon
AMZN
+$392K

Top Sells

1
+$2.79M
2
+$467K
3
+$211K
4
T icon
AT&T
T
+$203K
5
AAPL icon
Apple
AAPL
+$120K

Sector Composition

1 Technology 22.33%
2 Healthcare 13.97%
3 Consumer Staples 10.01%
4 Consumer Discretionary 7.97%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$872K 0.56%
14,600
-38
52
$850K 0.54%
14,537
+44
53
$843K 0.54%
8,280
+2,643
54
$827K 0.53%
10,168
+205
55
$813K 0.52%
2,927
+128
56
$802K 0.51%
9,478
-343
57
$769K 0.49%
9,011
+498
58
$768K 0.49%
3,207
+3
59
$731K 0.47%
6,809
+9
60
$720K 0.46%
3,942
+58
61
$716K 0.46%
8,105
+13
62
$694K 0.44%
4,287
+300
63
$662K 0.42%
5,335
-85
64
$659K 0.42%
6,294
+518
65
$623K 0.4%
+5,918
66
$612K 0.39%
2,876
+1
67
$607K 0.39%
3,750
68
$601K 0.38%
5,184
+363
69
$600K 0.38%
28,415
-3,878
70
$593K 0.38%
7,619
-184
71
$579K 0.37%
2,369
+230
72
$549K 0.35%
1,446
+4
73
$547K 0.35%
9,044
+18
74
$544K 0.35%
2,329
+255
75
$542K 0.35%
2,997
+1,259
1 2
3
4 5