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
$164M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.55M
3
+$1.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.12M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$917K

Top Sells

1
+$1.88M
2
+$1.24M
3
+$1.01M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$985K
5
AAPL icon
Apple
AAPL
+$790K

Sector Composition

1 Technology 25.85%
2 Healthcare 14%
3 Consumer Staples 9.3%
4 Consumer Discretionary 6.94%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.3%
5,535
-1,018
77
$469K 0.29%
2,241
+2
78
$460K 0.28%
8,244
+12
79
$447K 0.27%
2,303
-712
80
$432K 0.26%
2,668
+800
81
$423K 0.26%
1,283
-157
82
$416K 0.25%
3,050
-143
83
$405K 0.25%
1,996
-450
84
$393K 0.24%
8,623
-4,050
85
$387K 0.24%
5,333
-568
86
$386K 0.24%
7,254
+14
87
$379K 0.23%
3,046
-3,985
88
$377K 0.23%
7,847
-666
89
$364K 0.22%
1,331
+4
90
$361K 0.22%
+21,473
91
$356K 0.22%
1,679
-722
92
$338K 0.21%
942
-63
93
$335K 0.2%
1,825
-148
94
$325K 0.2%
2,196
+34
95
$324K 0.2%
3,970
+117
96
$314K 0.19%
6,399
+38
97
$302K 0.18%
2,204
-40
98
$301K 0.18%
4,790
-297
99
$289K 0.18%
651
+101
100
$280K 0.17%
1,442
+6
2 3
4
5 6