AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
9.55%
1 Year Est. Return
-9.55%
AUM
$157M
AUM Growth
+$13.2M
(+9.2%)
Holding
126
Top Buys
| 1 | +$1.21M | |
| 2 | +$623K | |
| 3 | +$585K | |
| 4 |
Invesco S&P 500 Pure Value ETF
RPV
|
+$502K |
| 5 |
Amazon
AMZN
|
+$392K |
Top Sells
| 1 | +$2.79M | |
| 2 | +$467K | |
| 3 | +$211K | |
| 4 |
AT&T
T
|
+$203K |
| 5 |
Apple
AAPL
|
+$120K |
Sector Composition
| 1 | Technology | 22.33% |
| 2 | Healthcare | 13.97% |
| 3 | Consumer Staples | 10.01% |
| 4 | Consumer Discretionary | 7.97% |
| 5 | Communication Services | 6.95% |