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
$121M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$874K
3 +$657K
4
CTSH icon
Cognizant
CTSH
+$373K
5
SLV icon
iShares Silver Trust
SLV
+$262K

Top Sells

1 +$175K
2 +$144K
3 +$97.9K
4
GLD icon
SPDR Gold Trust
GLD
+$88.6K
5
XOM icon
Exxon Mobil
XOM
+$76.1K

Sector Composition

1 Technology 20.9%
2 Healthcare 12.71%
3 Consumer Staples 12.03%
4 Consumer Discretionary 7.91%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$220K 0.18%
+673
102
$219K 0.18%
771
103
$214K 0.18%
3,475
+207
104
$209K 0.17%
+1,269
105
$208K 0.17%
+1,458
106
$204K 0.17%
10,021
+550
107
$204K 0.17%
+1,135