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
$164M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.55M
3
+$1.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.12M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$917K

Top Sells

1
+$1.88M
2
+$1.24M
3
+$1.01M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$985K
5
AAPL icon
Apple
AAPL
+$790K

Sector Composition

1 Technology 25.85%
2 Healthcare 14%
3 Consumer Staples 9.3%
4 Consumer Discretionary 6.94%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$921K 0.56%
15,423
-16,500
52
$917K 0.56%
+5,213
53
$891K 0.54%
5,457
54
$878K 0.54%
8,859
+18
55
$869K 0.53%
8,019
-742
56
$851K 0.52%
6,236
-591
57
$811K 0.5%
5,835
-2,690
58
$774K 0.47%
10,204
+12
59
$695K 0.43%
2,884
+3
60
$684K 0.42%
2,876
61
$651K 0.4%
4,712
+312
62
$650K 0.4%
6,514
+7
63
$633K 0.39%
7,653
+12
64
$623K 0.38%
9,112
+24
65
$620K 0.38%
10,242
-3,058
66
$609K 0.37%
5,490
+120
67
$593K 0.36%
5,009
-186
68
$585K 0.36%
4,755
-580
69
$572K 0.35%
2,581
+251
70
$569K 0.35%
6,455
+18
71
$568K 0.35%
2,498
-21
72
$564K 0.34%
6,641
+335
73
$524K 0.32%
1,641
+1,063
74
$516K 0.32%
24,462
+68
75
$504K 0.31%
1,212
-113
1 2
3
4 5