AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
9.55%
1 Year Est. Return
-9.55%
AUM
$169M
AUM Growth
+$35.9M
(+27%)
Holding
118
Top Buys
| 1 | +$19.2M | |
| 2 | +$3.2M | |
| 3 | +$3.02M | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.4M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.05M |
Top Sells
| 1 | +$989K | |
| 2 | +$908K | |
| 3 | +$623K | |
| 4 |
Apple
AAPL
|
+$458K |
| 5 |
Comcast
CMCSA
|
+$406K |
Sector Composition
| 1 | Technology | 16.92% |
| 2 | Healthcare | 13.66% |
| 3 | Consumer Staples | 9.47% |
| 4 | Financials | 4.97% |
| 5 | Energy | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $277K | 0.16% |
3,847
+443
|
|
||
102
Broadcom
AVGO
$1.65T
| $268K | 0.16% |
+4,790
|
|
||
103
3M
MMM
$81.3B
| $263K | 0.16% |
2,623
+13
|
|
||
104
Home Depot
HD
$390B
| $259K | 0.15% |
818
+3
|
|
||
105
Salesforce
CRM
$231B
| $254K | 0.15% |
1,914
+250
|
|
||
106
Dominion Energy
D
$51.7B
| $239K | 0.14% |
3,902
-2,814
|
|
||
107
Sempra
SRE
$59.6B
| $232K | 0.14% |
3,000
+8
|
|
||
108
Costco
COST
$415B
| $222K | 0.13% |
486
+1
|
|
||
109
Carrier Global
CARR
$47.8B
| $221K | 0.13% |
+5,365
|
|
||
110
Merck
MRK
$212B
| $215K | 0.13% |
+1,939
|
|
||
111
Hershey
HSY
$38.1B
| $209K | 0.12% |
+904
|
|
||
112
Otis Worldwide
OTIS
$35.8B
| $206K | 0.12% |
+2,637
|
|
||
113
Texas Instruments
TXN
$161B
| $202K | 0.12% |
1,221
-549
|
|
||
114
Voyager Therapeutics
VYGR
$275M
| $134K | 0.08% |
22,000
|
|
||
115
ScottsMiracle-Gro
SMG
$3.14B
| – | – |
-5,021
|
|
||
116
Tesla
TSLA
$1.46T
| – | – |
-879
|
|
||
117
Verizon
VZ
$171B
| – | – |
-23,926
|
|
||
|
BSCM
118
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| – | – |
-46,718
|
|