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
$157M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$623K
3
+$585K
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$502K
5
AMZN icon
Amazon
AMZN
+$392K

Top Sells

1
+$2.79M
2
+$467K
3
+$211K
4
T icon
AT&T
T
+$203K
5
AAPL icon
Apple
AAPL
+$120K

Sector Composition

1 Technology 22.33%
2 Healthcare 13.97%
3 Consumer Staples 10.01%
4 Consumer Discretionary 7.97%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.35%
2,876
+3
77
$526K 0.34%
24,193
-1,519
78
$514K 0.33%
6,403
+18
79
$511K 0.33%
4,400
80
$502K 0.32%
+6,500
81
$501K 0.32%
1,421
+1
82
$499K 0.32%
9,412
+361
83
$497K 0.32%
2,503
+9
84
$497K 0.32%
2,224
+147
85
$486K 0.31%
3,124
+206
86
$469K 0.3%
6,088
+2,073
87
$467K 0.3%
2,437
+130
88
$446K 0.28%
8,649
+47
89
$431K 0.28%
3,852
+10
90
$428K 0.27%
5,813
+257
91
$377K 0.24%
6,611
+14
92
$374K 0.24%
4,339
93
$372K 0.24%
2,116
94
$368K 0.24%
1,674
+6
95
$365K 0.23%
1,899
+337
96
$363K 0.23%
5,997
+27
97
$359K 0.23%
4,965
98
$331K 0.21%
676
+1
99
$331K 0.21%
2,409
+6
100
$317K 0.2%
5,079
+13
2 3
4
5 6