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
$112M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.03M
3
+$793K
4
SMG icon
ScottsMiracle-Gro
SMG
+$504K
5
UPS icon
United Parcel Service
UPS
+$312K

Top Sells

1
+$1.17M
2
+$384K
3
+$213K
4
AGN
Allergan plc
AGN
+$206K
5
AAPL icon
Apple
AAPL
+$202K

Sector Composition

1 Technology 13.15%
2 Healthcare 12.3%
3 Consumer Staples 11.59%
4 Consumer Discretionary 8.36%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.33%
2,287
-50
77
$373K 0.33%
2,950
78
$364K 0.32%
4,754
+1,090
79
$363K 0.32%
1,842
+201
80
$362K 0.32%
4,229
+17
81
$354K 0.32%
14,974
+6,969
82
$349K 0.31%
2,836
+118
83
$343K 0.31%
6,878
-946
84
$324K 0.29%
1,942
-20
85
$308K 0.27%
5,962
+25
86
$301K 0.27%
3,018
+2
87
$297K 0.26%
1,949
+848
88
$290K 0.26%
4,896
+15
89
$289K 0.26%
4,340
+4
90
$282K 0.25%
2,793
+7
91
$281K 0.25%
1,962
+5
92
$279K 0.25%
5,135
-756
93
$275K 0.24%
5,116
-12
94
$240K 0.21%
1,773
+4
95
$235K 0.21%
2,121
+483
96
$225K 0.2%
5,248
+4,113
97
$221K 0.2%
4,196
+692
98
$217K 0.19%
3,779
+4
99
$211K 0.19%
2,973
-69
100
$204K 0.18%
1,928
+1,843
2 3
4
5 6