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
$106M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$271K
3
+$234K
4
CRM icon
Salesforce
CRM
+$229K
5
GLD icon
SPDR Gold Trust
GLD
+$193K

Top Sells

1
+$479K
2
+$401K
3
+$256K
4
VHT icon
Vanguard Health Care ETF
VHT
+$164K
5
BIIB icon
Biogen
BIIB
+$162K

Sector Composition

1 Technology 14.69%
2 Consumer Staples 11.65%
3 Healthcare 11.35%
4 Consumer Discretionary 7.07%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.22%
+3,563
102
$229K 0.22%
+1,408
103
$226K 0.21%
1,279
+5
104
$224K 0.21%
755
-547
105
$206K 0.19%
2,275
+9
106
$205K 0.19%
1,645
-149
1 2 3 4
5