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
$106M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$271K
3
+$234K
4
CRM icon
Salesforce
CRM
+$229K
5
GLD icon
SPDR Gold Trust
GLD
+$193K

Top Sells

1
+$479K
2
+$401K
3
+$256K
4
VHT icon
Vanguard Health Care ETF
VHT
+$164K
5
BIIB icon
Biogen
BIIB
+$162K

Sector Composition

1 Technology 14.69%
2 Consumer Staples 11.65%
3 Healthcare 11.35%
4 Consumer Discretionary 7.07%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.35%
4,350
+3
77
$371K 0.35%
3,095
-588
78
$355K 0.33%
1,976
+5
79
$352K 0.33%
4,053
+302
80
$351K 0.33%
2,518
+7
81
$350K 0.33%
16,147
+75
82
$347K 0.33%
25,255
-4,384
83
$340K 0.32%
5,765
+23
84
$338K 0.32%
3,050
+200
85
$336K 0.32%
5,740
-879
86
$330K 0.31%
5,186
+224
87
$327K 0.31%
11,078
+1,415
88
$323K 0.3%
23,150
89
$314K 0.3%
1,736
-17
90
$308K 0.29%
2,559
+14
91
$305K 0.29%
5,003
-157
92
$305K 0.29%
3,024
+2
93
$286K 0.27%
4,766
+136
94
$271K 0.25%
+921
95
$269K 0.25%
4,885
+3
96
$249K 0.23%
1,942
+5
97
$242K 0.23%
2,849
+8
98
$237K 0.22%
1,660
+124
99
$235K 0.22%
2,905
+209
100
$234K 0.22%
1,620
-185
1 2 3
4
5