AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
9.55%
1 Year Est. Return
-9.55%
AUM
$133M
AUM Growth
-$14.6M
(-9.9%)
Holding
110
Top Buys
| 1 | +$1.48M | |
| 2 | +$556K | |
| 3 | +$458K | |
| 4 |
Microsoft
MSFT
|
+$105K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$84.4K |
Top Sells
| 1 | +$6.04M | |
| 2 | +$425K | |
| 3 | +$357K | |
| 4 |
Apple
AAPL
|
+$349K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$292K |
Sector Composition
| 1 | Technology | 23% |
| 2 | Healthcare | 15.3% |
| 3 | Consumer Staples | 10.57% |
| 4 | Consumer Discretionary | 6.13% |
| 5 | Financials | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Salesforce
CRM
$231B
| $239K | 0.18% |
1,664
-15
|
|
||
102
Tesla
TSLA
$1.46T
| $233K | 0.18% |
879
-18
|
|
||
103
Costco
COST
$415B
| $229K | 0.17% |
485
|
|
||
104
Home Depot
HD
$390B
| $225K | 0.17% |
815
-32
|
|
||
105
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $225K | 0.17% |
3,404
+33
|
|
||
106
Sempra
SRE
$59.6B
| $224K | 0.17% |
2,992
+10
|
|
||
107
ScottsMiracle-Gro
SMG
$3.14B
| $215K | 0.16% |
5,021
+33
|
|
||
108
Voyager Therapeutics
VYGR
$275M
| $130K | 0.1% |
22,000
|
|
||
109
SPDR Gold Trust
GLD
$135B
| – | – |
-35,883
|
|
||
110
Qualcomm
QCOM
$176B
| – | – |
-1,629
|
|