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
$112M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.03M
3
+$793K
4
SMG icon
ScottsMiracle-Gro
SMG
+$504K
5
UPS icon
United Parcel Service
UPS
+$312K

Top Sells

1
+$1.17M
2
+$384K
3
+$213K
4
AGN
Allergan plc
AGN
+$206K
5
AAPL icon
Apple
AAPL
+$202K

Sector Composition

1 Technology 13.15%
2 Healthcare 12.3%
3 Consumer Staples 11.59%
4 Consumer Discretionary 8.36%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$132K 0.12%
4,000
+2,000
127
$131K 0.12%
2,238
+6
128
$118K 0.11%
881
-89
129
$117K 0.1%
665
-126
130
$112K 0.1%
1,931
-143
131
$109K 0.1%
2,733
-70
132
$109K 0.1%
952
+5
133
$106K 0.09%
5,930
-1
134
$105K 0.09%
4,046
135
$104K 0.09%
1,830
-1,791
136
$103K 0.09%
1,306
-111
137
$103K 0.09%
706
-1,410
138
$97K 0.09%
700
139
$95K 0.08%
2,127
+4
140
$93K 0.08%
1,145
+2
141
$92K 0.08%
3,362
+12
142
$91K 0.08%
1,192
+17
143
$91K 0.08%
1,704
+3
144
$90K 0.08%
727
145
$86K 0.08%
739
+250
146
$86K 0.08%
984
+69
147
$83K 0.07%
1,348
+877
148
$82K 0.07%
2,317
149
$82K 0.07%
440
+1
150
$80K 0.07%
1,274
-1
4 5
6
7 8