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
$99.8M
AUM Growth
+$421K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$214K
3
+$211K
4
META icon
Meta Platforms (Facebook)
META
+$125K
5
AMGN icon
Amgen
AMGN
+$60.6K

Top Sells

1
+$276K
2
+$240K
3
+$203K
4
AAPL icon
Apple
AAPL
+$198K
5
MSFT icon
Microsoft
MSFT
+$193K

Sector Composition

1 Technology 13.16%
2 Consumer Staples 12.3%
3 Healthcare 10.49%
4 Consumer Discretionary 7.23%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.35%
4,347
+3
77
$345K 0.35%
2,008
-156
78
$343K 0.34%
3,022
+2
79
$338K 0.34%
5,358
+21
80
$337K 0.34%
16,072
+77
81
$334K 0.33%
6,619
+34
82
$314K 0.31%
3,751
-249
83
$312K 0.31%
2,850
84
$310K 0.31%
1,740
+702
85
$308K 0.31%
1,971
+4
86
$307K 0.31%
4,962
-526
87
$303K 0.3%
1,302
-260
88
$302K 0.3%
2,545
+17
89
$295K 0.3%
2,511
-343
90
$294K 0.29%
3,881
-289
91
$292K 0.29%
5,160
+12
92
$284K 0.28%
1,753
+5
93
$276K 0.28%
9,663
+32
94
$270K 0.27%
4,882
+3
95
$257K 0.26%
4,630
+2
96
$250K 0.25%
1,937
+4
97
$235K 0.24%
1,805
-289
98
$230K 0.23%
2,841
+9
99
$221K 0.22%
1,536
100
$216K 0.22%
1,274
-907
1 2 3
4
5