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
$137M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.7M
3
+$810K
4
CRSP icon
CRISPR Therapeutics
CRSP
+$574K
5
EFX icon
Equifax
EFX
+$507K

Top Sells

1
+$773K
2
+$586K
3
+$561K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$473K
5
VB icon
Vanguard Small-Cap ETF
VB
+$453K

Sector Composition

1 Technology 22.26%
2 Healthcare 13.94%
3 Consumer Staples 11.46%
4 Consumer Discretionary 7.68%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$427K 0.31%
9,539
+27
77
$426K 0.31%
5,013
+59
78
$411K 0.3%
2,018
+6
79
$410K 0.3%
5,457
-914
80
$385K 0.28%
3,028
+374
81
$385K 0.28%
+1,458
82
$383K 0.28%
2,116
+64
83
$382K 0.28%
1,418
-188
84
$367K 0.27%
1,762
+7
85
$365K 0.27%
5,942
+876
86
$358K 0.26%
2,256
+8
87
$353K 0.26%
8,312
-4,241
88
$307K 0.22%
6,581
+20
89
$300K 0.22%
7,950
-16
90
$296K 0.22%
4,032
-371
91
$296K 0.22%
5,063
+153
92
$286K 0.21%
+3,750
93
$285K 0.21%
2,397
+7
94
$284K 0.21%
+2,655
95
$281K 0.21%
3,785
+20
96
$273K 0.2%
11,100
-1,000
97
$272K 0.2%
+1,733
98
$271K 0.2%
1,273
+4
99
$269K 0.2%
+750
100
$269K 0.2%
3,979
-156
1 2 3
4
5