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
$157M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$623K
3 +$585K
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$502K
5
AMZN icon
Amazon
AMZN
+$392K

Top Sells

1 +$2.79M
2 +$467K
3 +$211K
4
T icon
AT&T
T
+$203K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,873