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
$99.8M
AUM Growth
+$421K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$214K
3
+$211K
4
META icon
Meta Platforms (Facebook)
META
+$125K
5
AMGN icon
Amgen
AMGN
+$60.6K

Top Sells

1
+$276K
2
+$240K
3
+$203K
4
AAPL icon
Apple
AAPL
+$198K
5
MSFT icon
Microsoft
MSFT
+$193K

Sector Composition

1 Technology 13.16%
2 Consumer Staples 12.3%
3 Healthcare 10.49%
4 Consumer Discretionary 7.23%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.21%
+2,266
102
$212K 0.21%
1,794
-264
103
$211K 0.21%
+2,696
104
– –
-557
1 2 3 4
5