AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
This Quarter Return
+11.51%
1 Year Return
-9.55%
3 Year Return
+36.44%
5 Year Return
+72.57%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+12%)
Cap. Flow
+$5.3M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
41.02%
Holding
121
New
14
Increased
53
Reduced
39
Closed
7
Top Buys
| 1 |
Becton Dickinson
BDX
|
$1.93M |
| 2 |
ARK Innovation ETF
ARKK
|
$1.7M |
| 3 |
CrowdStrike
CRWD
|
$810K |
| 4 |
CRISPR Therapeutics
CRSP
|
$574K |
| 5 |
Equifax
EFX
|
$507K |
Top Sells
| 1 |
Enbridge
ENB
|
$773K |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$586K |
| 3 |
iShares Global Timber & Forestry ETF
WOOD
|
$561K |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
$473K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$453K |
Sector Composition
| 1 | Technology | 22.26% |
| 2 | Healthcare | 13.94% |
| 3 | Consumer Staples | 11.46% |
| 4 | Consumer Discretionary | 7.68% |
| 5 | Communication Services | 6.31% |
