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
$121M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$874K
3
+$657K
4
CTSH icon
Cognizant
CTSH
+$373K
5
SLV icon
iShares Silver Trust
SLV
+$262K

Top Sells

1
+$175K
2
+$144K
3
+$97.9K
4
GLD icon
SPDR Gold Trust
GLD
+$88.6K
5
XOM icon
Exxon Mobil
XOM
+$76.1K

Sector Composition

1 Technology 20.9%
2 Healthcare 12.71%
3 Consumer Staples 12.03%
4 Consumer Discretionary 7.91%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.33%
4,940
+23
77
$395K 0.33%
1,973
78
$391K 0.32%
4,954
-225
79
$389K 0.32%
2,012
+4
80
$375K 0.31%
9,512
+65
81
$356K 0.29%
1,606
+4
82
$346K 0.28%
1,755
+6
83
$345K 0.28%
2,474
+7
84
$309K 0.25%
2,248
-100
85
$300K 0.25%
4,403
86
$282K 0.23%
4,910
+19
87
$275K 0.23%
5,066
-170
88
$262K 0.22%
+12,100
89
$258K 0.21%
4,135
-143
90
$255K 0.21%
2,052
91
$255K 0.21%
2,654
+9
92
$250K 0.21%
2,390
+8
93
$243K 0.2%
+7,966
94
$236K 0.19%
22,150
-1,000
95
$235K 0.19%
6,561
+416
96
$234K 0.19%
3,765
+5
97
$232K 0.19%
+3,901
98
$230K 0.19%
3,608
-65
99
$227K 0.19%
6,600
-2,213
100
$221K 0.18%
1,709
-38
1 2 3
4
5