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
+$184K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$562K
3
+$427K
4
COST icon
Costco
COST
+$205K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$202K

Top Sells

1
+$1.21M
2
+$502K
3
+$235K
4
SLV icon
iShares Silver Trust
SLV
+$230K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$206K

Sector Composition

1 Technology 24.08%
2 Healthcare 13.61%
3 Consumer Staples 9.98%
4 Consumer Discretionary 7.89%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,500
127
– –
-9,500
2 3 4 5
6