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
$164M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.55M
3
+$1.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.12M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$917K

Top Sells

1
+$1.88M
2
+$1.24M
3
+$1.01M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$985K
5
AAPL icon
Apple
AAPL
+$790K

Sector Composition

1 Technology 25.85%
2 Healthcare 14%
3 Consumer Staples 9.3%
4 Consumer Discretionary 6.94%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,696
127
– –
-3,941
128
– –
-5,095
2 3 4 5
6